About Callahan Financial Planning
We provide a special form of conflict-free financial advice called fee-only financial planning.
Who are we?
Callahan Financial Planning is an independent fiduciary financial advisor, providing financial planning and investment management services with 6 offices across 3 regions: San Rafael, San Francisco, and Mill Valley in Northern California, in Omaha and Lincoln in Nebraska, and in Denver, Colorado.
This means both the company and all of our financial advisors make a legal and ethical commitment to place our clients’ interests ahead of our own in everything that we do, and we will never receive a sales commission for anything we do.
Callahan Financial Planning is a federally registered investment advisor serving clients throughout the U.S., and our practice is one of the largest NAPFA financial advisory practices in the some of the markets we serve.
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, sought to create a better way. Our services are designed to provide 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.
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.