My Background

Sarah McAllister, Financial Adviser

 

Sarah McAllister

As a Financial Adviser I assist my clients with the identification process of analyzing financial challenges that keep them up at night and what they envision for their ideal financial future.

We work together to create an actionable plan they can follow to help them obtain their goals and mitigate the limiting fears that create roadblocks. My clientele history includes a varying plethora of professions including, but not limited to: engineers, female business owners, families needing assistance with inheritances and families transitioning into retirement who value ongoing support.

Getting to know a little bit more about me...

I am a proud native of the Volusia County, Florida and have a vested interest in seeing my community as well as the surrounding communities succeed. I am dedicated to continued leadership and development in groups such as BPW (Business Professional Women), The Boss Lady Chapter in Volusia County, Phoenix Women's Group in Deland and am the Treasurer of BNI Power Team in Port Orange. 

I received a Bachelors Degree from University of Central Florida in Marketing and Business. I have also gained further knowledge and experience through New York Life's signature program, NYLIC University. Additionally, I have qualified and attended additional education trainings that have helped me continue to build and develop my practice.

Why I love what I do...

During my adolescence both of my parents passed away and it was extremely difficult on our family. Through that process I realized how helpful additional planning would have been. I endured the hardest times when a few years after my father passed, we lost our family business and home due to the 2008 financial crisis. Meanwhile, I was caring for my mother who was fighting brain cancer which eventually led to her passing.

Despite the difficult hand life had dealt me, I was able to remain strong and continue on. I finished my bachelor’s degree and accepted an internship with New York Life. Due to those experiences’ my passion is to help families minimize risk as well as diversify and protect the wealth they worked so hard to accumulate.

Working with our team…

My team and I understand the importance of transparent communication and understanding what role our clients want us to play in their financial planning. We value working with them as a team and involve them in the planning process. Then they can learn and feel empowered by gaining knowledge about finances and insurance. We also understand that many of our clients want us simply to take this project off their hands. Nonetheless, we feel honored and enjoy being a part of the process!

If you believe I can be a resource for you, please reach out to schedule a consultation. 

Neither New York life Insurance Company, nor its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

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