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

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Saving on Fitness Center Membership Costs

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

 

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

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Social Security Taxes

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

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

Protecting Those Who Matter Most

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

Investment Strategies for Retirement

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

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Safeguard Your Digital Estate

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

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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