In 1987, Callahan Financial started with a vision and passion for helping individuals navigate through life's financial challenges and surprises. Over the years we have helped people just like you through everything that intersects their lives financially. Our approach is one of advocacy, we are on your side and as fiduciaries we advocate for you and look out for your best interest.
We have the client—and only the client—in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. Our energy, commitment, and efforts are focused on you, the client, and your satisfaction.