Cincinnati

Welcome

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.

Helpful Content

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

 

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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