Callahan Financial

Our Mission

Callahan Financial is a team of passionate professionals dedicated to guiding individuals and families through the complexities of financial planning. We believe in building lasting relationships with our clients, offering personalized guidance and comprehensive solutions to achieve their financial goals. Our focus is on advocacy, empowering you to make informed decisions about your financial future.

Who We Are

Founded in 1987, Callahan Financial has evolved into a reputable and trusted financial planning firm. Our team comprises experienced professionals with diverse backgrounds in finance, investment, estate planning, and risk management. We are committed to providing unbiased advice and implementing solutions tailored to each client's unique needs and circumstances.

What We Do

We offer a comprehensive range of services to address all aspects of your financial well-being. These include:

Financial Planning & Investment Management

• Comprehensive financial plans tailored to your individual goals and risk tolerance
• Portfolio management across various accounts, including 401ks, IRAs, and brokerage accounts
• Asset allocation strategies designed to optimize returns and mitigate risk
• Regular reviews and performance analysis to ensure your plan remains aligned with your evolving needs

Retirement & Estate Planning

• Comprehensive estate planning documents such as wills, trusts, and power of attorney
• Retirement planning and maximization strategies for 401ks, IRAs, and other retirement accounts
• Risk management solutions to protect your assets from unforeseen circumstances

Business Valuation & Insurance Planning

• Professional business valuations for mergers & acquisitions, estate planning, or succession planning
• Review and optimization of your existing insurance coverage to mitigate potential risks

Specialized Services

• College planning and funding strategies
• Senior care and parent care planning
• Business valuation and financial planning for entrepreneurs

Our Process

We believe in an open and collaborative approach to financial planning. Our process involves:

• Discovery: Understanding your financial goals, values, and risk tolerance
• Analysis: Reviewing your current financial situation and identifying potential areas for improvement
• Recommendations: Developing personalized plans and strategies based on your unique needs
• Implementation: Working with you to implement your financial plan and track progress
• Review & Communication: Maintaining open communication and reviewing your plan regularly to ensure its continued effectiveness

Contact Us Today

To learn how Callahan Financial can partner with you to achieve your financial goals, contact us today for a personalized consultation.