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.
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
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