For more than 30 years, Callahan Financial has provided families and small businesses with financial advocacy, collaborative problem solving and vision casting for the future.
Services We Provide That Support This Process:
Financial Planning* for your specific needs
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 / Parent Care Education and 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.
Who we are
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
