Callahan Financial Planning

Callahan Financial Planning is a fee-only personal financial planning and investment management company. With offices in Omaha & Lincoln, Nebraska, and in San Francisco, California, the company provides planning for families seeking to prepare for retirement, receive advice on an investment portfolio, family office services, wealth management, tax preparation & planning, estate planning, and more. Learn more at our website at https://callahanplanning.com © 2010-2024 Callahan Financial Planning Company, a fee-only SEC-registered investment advisor. A registered investment advisor has a fiduciary relationship with its clients to ensure advice and recommendations place a client's interests first. Client assets are held at an independent brokerage selected by the client and investment advisor.

Website

https://callahanplanning.com

External link for Callahan Financial Planning

Industry

Investment Management

Company size

11-50 employees

Headquarters

Omaha, Nebraska

Type

Privately Held

Founded

2010

Specialties

Investment Management, Personal Financial Planning, Fiduciary Financial Advisors, San Francisco Financial Advisors, San Rafael Financial Advisors, Marin County Financial Advisors, Mill Valley Financial Advisors, Denver Financial Advisors, and Omaha Financial Advisors