Who are we?
Callahan Financial Planning is an Omaha-based independent fiduciary financial advisory firm, providing personal financial planning and investment management services. This means the company and all employees make a legal and ethical commitment to place our clients’ interests ahead of our own in everything that we do.
Callahan Financial Planning is a registered investment advisor in Nebraska and Iowa. We provide a unique form of conflict-free financial advice through our fee-only financial planning and investment advisory services.
Our practice is one of the largest NAPFA financial advisory practices in Nebraska today.
What makes us different?
Clients working with a traditional financial advisor, agent, or broker must pay a commission associated with a financial product. We believe this structure holds an inherent conflict of interest, and our founder and president, William A. Callahan, CFA, CFP®, sought to create a better way. Our services are designed to provide personal financial planning and investment advice without fear of a sales pitch, sales commission, or other hidden fees.
Our planning team seeks to help those we work with on a deeper level, analyzing the financial decision-making process and making regular recommendations for improvement. Today, our process is driven by a group of professionals located in Omaha that use a combination of data from empirical research and our direct practice with clients.
What does our process look like?
Our process starts by thoroughly identifying and shaping your goals directly with a Certified Financial Planner™ professional. We then collect your financial records from you to ensure we understand your situation well, diving deeper with targeted questions relating to your values, pursuits, and how you quantify what it means to have financial and life wellness.
Our oath to clients
Mr. Callahan founded the company with a deep conviction that avoiding conflicts of interests is vital when providing financial advice. While uncommon, this philosophy is an integral part of our company culture today. This is embodied in our commitment to every client:
- We will always place our client’s interests first
- We will never accept or receive a commission for any reason, and will always clearly declare our fee for our service
- We will be diligent in our work, and seek to act without bias
- We will be honest, and act with integrity and professionalism
Finally, we also believe that clients are better served by a team. All clients of Callahan Financial Planning have access to the resources of our entire practice, in addition to receiving one-on-one access and meetings with a dedicated financial planner.
In the News
5/18/15 Expanded Callahan Financial Planning Office Now Open - Midtown Crossing - view article
1/27/15 Callahan Financial Planning expanding Midtown Crossing office - Omaha World Herald - view article
1/20/15 Callahan Financial Planning Expanding Midtown Crossing Location - WOWT-NBC - view article
10/23/14 Callahan Financial Planning President Named Top “40 Under 40” - Midlands Business Journal - view article
7/13/14 Wanted in the Omaha Area: More Skilled Financial Planners - Omaha World Herald - view article
5/13/14 William Callahan, CFP® Named to Top 100 Social Financial Advisors Nationally - BrightScope - view article
5/2/14 William Callahan, CFP® on Warren Buffett’s S&P 500 Recommendation - Omaha World Herald - view article
4/26/13 Active vs. Passive Investments – William Callahan, CFP® Provides Advice - Midlands Business Journal - download PDF
2/22/13 William Callahan, CFP® on Stock Market Valuation - Wall Street Journal - view article