Our local office is supported by LPL Financial, the largest independent broker dealer in the country*. Located in Cincinnati, Ohio, we offer a customized approach to creating your financial road map. Our team of licensed advisors and product specialists work with you in developing a financial plan that is unique to you and your circumstances. We understand and appreciate that every client brings with them their unique circumstances and life experiences that need to be taken in to consideration when planning for the future.
*As reported by Financial Planning Magazine, June 1996-2013, based on total revenue.
For more than 30 years, Callahan Financial has provided the greater Cincinnati area and beyond with comprehensive financial planning, financial advocacy, asset management and business services.
Services We Provide
- Comprehensive Financial Planning*
- Transition and Retirement Planning
- Asset Management*
- 401K, IRA, SEP, 403(b) and a variety of other accounts (start up, rollover and consolidation)
- Insurance and Risk Management
- College Education Planning and Solutions
- Senior Care Strategies
- Trust Services**
Securities Offered Through LPL Financial, Member FINRA/SIPC. Investment advice and planning offered through WealthCor LLC, a registered investment advisor. WealthCor LLC and Callahan Financial are separate entities from LPL Financial.
**LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
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When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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Earnings season can move markets. What is it and why is it important?
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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Using smart management to get more of what you want and free up assets to invest.
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How federal estate taxes work, plus estate management documents and tactics.
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Taking your Social Security benefits at the right time may help maximize your benefit.
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