Give the gift of a well‐planned financial future.
Because of the unique type of sales-free service we provide, our gift cards are the perfect gift for:
- Family members and those you care about
- Employers offering financial planning to their employees
Give the gift that works to create long term wealth. A gift of a prepaid financial planning engagement can show how much you care.
To order or obtain additional information, call 402‐341‐2000 or visit our office.
Gift Cards – Frequently Asked Questions
There is no fee to purchase a gift card.
When choosing the amount to place on the card, you’ll have 3 options:
1.) A predetermined amount of your choice. The range available is $100 to $5,000.
2.) Choose a specific number of hours of prepaid service. Our financial planning is provided by professional planners at an hourly rate of $250, and your gift card can have any number of hours purchased on it.
3.) A full pre‐payment for an entire need. When you contact us you’ll be able to describe who you’re purchasing the gift card for, and we can tell you the appropriate amount. This option is best if you don’t want the gift card recipient to have to pay for anything themselves.
No, there is no expiration date on a gift card with Callahan Financial Planning.
Yes, your gift card can be used by anyone you wish to give it to.
If this happens you should contact us promptly. If it has not been used, we can freeze the card and reissue you a new card with the remaining unused balance.
It can be used towards any of our Services, including:
- Retirement Planning
- Investment Planning and Management
- Small Business Planning
- Cash Flow/Budget Planning
- Insurance Planning
- College Funding Planning
- Other Financial Planning Services, call to learn if we can help with your situation.
No, it can be used as many times as you’d like until the value on the card has been depleted.