Posted: October 21st, 2010 | Author: Reuben Brauer, CFP® | Filed under: Callahan Financial Planning | Tags: 2010, Advisor, Budget, College, Commission, Debt, Fee-Only, Financial Planner, Investment, Omaha, Planning, Retirement |
Last week I wrote about the importance of receiving advice from a professional without conflicts of interest– putting the client’s best interest first. Today I’d like to focus on the scenarios in this capacity that can save you money.
Without a Sales Commission…
When working with a financial planner that doesn’t earn a sales commission, their only form of compensation is the fee you pay for their service. There are several ways to pay, but the two most common are paying an hourly rate for service rendered or at an annual rate based on your net worth or investment balances. This is how clients pay for advice at Callahan Financial Planning. Read the rest of this entry »
Posted: October 14th, 2010 | Author: William A. Callahan, CFA, CFP® | Filed under: Callahan Financial Planning | Tags: About Callahan Financial Planning, Commissions, Fee-Only, Financial Adviser, Financial Advisor, Financial Planner, Investment Advisor, Nebraska, Omaha, Sales Charges and Commissions |
Who are we?
Callahan Financial Planning is a new, independent financial planning company based in Omaha, NE with a better way to pay for and receive finance advice. Aware of the conflict traditional sales staff and commissions produced, we set out to build a financial planning model to create, implement and manage financial plans to your goals… free from financial product sales. Read the rest of this entry »