Disclosures
Callahan Financial Planning Company (or “The Firm”) is a registered investment adviser located in Omaha, Nebraska.
You can view our firm brochure and privacy policy here.
Callahan Financial Planning Company may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Callahan Financial Planning Company’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Callahan Financial Planning Company’s website on the Internet should not be construed by any consumer and/or prospective client as Callahan Financial Planning Company’s solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Callahan Financial Planning Company with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
Callahan Financial Planning Company’s current written disclosure statement discussing the firm’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or by viewing our firm brochure.
This website and information are provided for guidance and information purposes only. This website and the information provided is not intended to provide individual investment, tax, or legal advice.
Callahan Financial Planning Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Callahan Financial Planning Company’s website or incorporated herein, and therefore takes no responsibility for such third party content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Additionally, the information contained on this website has been compiled from sources deemed reliable and it is accurate to the best of our knowledge and belief. However, Callahan Financial Planning Company cannot guarantee its accuracy, completeness, and validity and cannot be held liable for any errors or omissions. Changes are regularly made to this website and may be made at any time. All information contained herein should be independently verified and confirmed. Callahan Financial Planning Company does not accept any liability for any loss or damage caused by reliance upon such information. Readers are advised that the material contained herein should be used solely for informational purposes.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Callahan Financial Planning Company) made reference to directly or indirectly by Callahan Financial Planning Company in its website, or indirectly via a link to an unaffiliated third party website will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, an investment expense ratio, the deduction of an investment management fee, nor the impact of taxes, unless stated otherwise.Certain portions of Callahan Financial Planning Company’s website (i.e. newsletters, articles, blog posts, commentaries, etc.) may contain a discussion of, and/or provide access to, various positions and/or recommendations made by Callahan Financial Planning Company and/or those of other investment and non-investment professionals as of a specific prior date. Due to various factors, including changing market conditions, such discussions and/or positions may no longer be reflective of
Certain portions of Callahan Financial Planning Company’s website (i.e. newsletters, articles, blog posts, commentaries, etc.) may contain a discussion of, and/or provide access to, various positions and/or recommendations made by Callahan Financial Planning Company and/or those of other investment and non-investment professionals as of a specific date. Due to various factors, including changing market conditions, such discussions and/or positions may no longer be reflective of their current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion or information presented serves as the receipt of, or a substitute for, personalized advice from Callahan Financial Planning Company, or from any other investment professional. Callahan Financial Planning Company is also not a law firm or accounting firm, and no portion of the website content should be interpreted as legal, accounting, or tax advice.
Notice to followers on Facebook, LinkedIn, Twitter, Yelp, Google+ or other social media: Clicking the Like, + or Follow button does not constitute a testimonial for or endorsement of Callahan Financial Planning Company or any of its supervised persons. The term “like” is the only mechanism available to receive updates from a financial institution’s Facebook page, but its usage implies the ability for someone to follow/receive posts from Callahan Financial Planning Company’s Facebook page. Those posting on pages managed by Callahan Financial Planning Company may not provide testimonials for Callahan Financial Planning or any supervised person, as such posts are prohibited by federal law.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Callahan Financial Planning Company is unaffiliated with the Certified Financial Planner Board of Standards Inc.
CFA Institute owns the certification marks CFA®, Chartered Financial Analyst®, and Global Investment Performance Standards (GIPS®). The CFA charter is awarded to individuals who successfully complete the CFA Institute’s initial and ongoing certification requirements. Callahan Financial Planning Company is unaffiliated with the CFA Institute.