Denver – Jun 12, 2020 – Callahan Financial Planning, a fiduciary financial planning and investment advisory company, has announced the opening of an office with financial advisors in Centennial, CO. The office is located at 6500 S Quebec St, Centennial, CO 80111 in the Denver Tech Center.
“We see this as an incredible opportunity to provide our special fee-only advice to not just those in Denver, but also those throughout the Front Range in communities of Aurora, Littleton, Highlands Ranch, Englewood, Lakewood, Westminster, Boulder, and Fort Collins, along with those in the high rocky mountain communities like Breckenridge, Silverthorne, Frisco, Aspen, and Vail”, said Callahan Financial Planning’s Vice President of Financial Planning, Reuben Brauer, CFP®. Callahan Financial Planning plans to serve clients throughout the Denver metropolitan area from this Centennial office.
The firm serves hundreds of families across the U.S., managing $175 million in client assets. This office expansion was in direct response to the significant growth the firm has experienced offering a special form of fee-only financial planning for individuals and families, and Callahan Financial Planning anticipates opening additional locations in the San Francisco Bay Area following this expansion west.
Clients typically begin working with Callahan Financial Planning seeking retirement planning services, and we recommend their financial advisory engagement include full coordination of income tax planning and preparation to ensure the lowest tax rate possible is being paid, receiving advice on the investment portfolio to establish an appropriate level of risk for the age and situation, addressing any concentrated stock or stock options, ensuring the estate documents (e.g., last will, power of attorney, revocable and irrevocable trusts, advance healthcare directives) reflect current wishes, and addressing any other situational risks that might exist.
A prospective client seeking a financial advisor in Denver can now work with a Certified Financial Planner™ professional that is skilled in all of these topics and more through a fiduciary relationship with someone you can trust to provide fee-only advice, without salespeople or commissions.
Callahan Financial Planning Company is federally registered as an investment advisory firm with the Securities and Exchange Commission (SEC) with offices in San Francisco, San Rafael, and Mill Valley in California, Omaha and Lincoln in Nebraska, and Centennial/Denver in Colorado. Financial advice from the firm is always fee-only, and in a fiduciary capacity, which ensures conflicts of interest are avoided or minimized when providing financial advice to consumers.
Author: Reuben Brauer, CFP®
Reuben is the Managing Director of Callahan Financial Planning and is a Certified Financial Planner™ practitioner serving clients in the Denver metro area in Colorado, in San Rafael, San Francisco, and Mill Valley in Northern California, and Omaha and Lincoln in Nebraska.