About Callahan financial planning company
Callahan Financial Planning Company: Leading the Way in Fee-Only, Fiduciary Financial Planning
Callahan Financial Planning Company is a leading financial planning firm that specializes in providing fee-only, fiduciary services to individuals and families. With offices located in San Francisco, San Rafael, Omaha, Lincoln, and Denver, Callahan Financial Planning Company has established itself as a trusted partner for clients seeking expert guidance on their financial journey.
At Callahan Financial Planning Company, we believe that everyone deserves access to high-quality financial planning services. That's why we offer a range of customized solutions designed to meet the unique needs of each client. Whether you're just starting out or looking to retire soon, our team of experienced professionals can help you navigate the complex world of finance with confidence.
Our Approach
At Callahan Financial Planning Company, we take a holistic approach to financial planning. We understand that every client has different goals and priorities when it comes to their finances. That's why we take the time to get to know each client personally before developing a customized plan tailored specifically for them.
Our team of experts includes Certified Financial Planners (CFPs), Chartered Retirement Plan Counselors (CRPCs), and Accredited Investment Fiduciaries (AIFs). This diverse group brings together decades of experience across multiple disciplines including investment management, retirement planning, tax strategy optimization and estate planning.
We are committed to providing our clients with unbiased advice that is always in their best interest. As fee-only advisors who adhere strictly to fiduciary standards set by the National Association of Personal Finance Advisors (NAPFA), we do not receive commissions or incentives from any third-party providers. This ensures that our advice is always objective and free from conflicts of interest.
Our Services
At Callahan Financial Planning Company ,we offer comprehensive financial planning services designed to help clients achieve their long-term goals while navigating life's unexpected challenges along the way. Our services include:
Investment Management: We work with clients to develop a customized investment strategy that aligns with their goals and risk tolerance. Our team of experts monitors the markets and adjusts portfolios as needed to ensure optimal performance.
Retirement Planning: We help clients plan for retirement by developing a comprehensive strategy that takes into account factors such as Social Security benefits, pension plans, and tax implications.
Tax Strategy Optimization: We work with clients to minimize their tax burden through careful planning and strategic investments.
Estate Planning: We help clients protect their assets and ensure that their wishes are carried out after they pass away. This includes developing wills, trusts, and other estate planning documents.
Insurance Analysis: We review our client's insurance policies to ensure they have adequate coverage in case of unexpected events such as disability or death.
Our Commitment
At Callahan Financial Planning Company, we are committed to providing our clients with the highest level of service possible. Our team of experts is dedicated to helping each client achieve their financial goals while providing personalized attention every step of the way. Whether you're just starting out or looking for guidance on how best to manage your wealth in retirement, we're here to help you navigate life's financial challenges with confidence.
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