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Callahan Financial Planning Company Snapshot
Callahan Financial Planning is an independent financial planning and investment management firm with offices in Omaha and Lincoln in Nebraska, San Francisco, Mill Valley, and San Rafael in California, and Denver, Colorado.
As the company is not owned by or affiliated with any bank, brokerage or insurance company, they are able to offer conflict-free advice that is based solely on what is best for their clients. By providing advice via hourly and investment advisory fees only, Callahan Financial Planning team members avoid the ethical conflicts of interest that arise from traditional, commission-based financial advice.
As the company is not owned by or affiliated with any bank, brokerage or insurance company, they are able to offer conflict-free advice that is based solely on what is best for their clients. By providing advice via hourly and investment advisory fees only, Callahan Financial Planning team members avoid the ethical conflicts of interest that arise from traditional, commission-based financial advice.
