About Callahan Financial
About Us
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.
What We Do
- We seek to help create your financial road map.
- We seek to preserve and grow your money throughout your life.
- We seek to maximize your income during retirement.
- We seek to safe guard you from mayhem which is always lurking around the corner.
Let’s face it, the financial landscape is complex with lots of moving parts that need to move in unison with one another. We work with you to unravel life’s financial complexities and address the peaks and the valleys, the twists and the turns that we are all faced with at some point in our lives. We help provide clarity and seek to remove the fear and anxiety around your financial future.
We advocate for you!
Fee based compensation
Our fee based compensation is structured to ensure we maintain a high satisfaction relationship with you or we don’t get paid. In essence we are on the same side of the table as you, working as a partnership with the goal of our (yours and ours) success.
Our Purpose
How We Do It
We believe this is the beginning of a life long relationship so we want to be sure that it is right for the both of us. We spend time with you to really understand what keeps you up at night, what is important to you and your family and your vision for your future. We need to understand, from your perspective, what your ideal financial partner looks like so we can be sure we can deliver upon your expectations. Then we roll up our sleeves and get busy, helping you gather all the pieces of your current financial situation so we can understand the foundation we will be building upon.
We place a high premium on staying current in areas of legal, tax, investments, insurance, financial planning and trends. Our goal is to be very comprehensive in our approach. We have no proprietary products or investment banking relationships that get in the way of our analysis, recommendations and strategy.
Our independence allows us to go beyond the transactional relationship that so many of us experience when it comes to financial issues. We create a partnership with you advocating and basing our recommendations on what is in your best interest.