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

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

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.

 

Building Your Legacy

A four-step framework for building a personal legacy.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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5 Smart Investing Strategies

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

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

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

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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 Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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