Step 1 of 3 33% Now that you've read this...maybe we can help. Talk to a financial planner briefly about your situation to see if we can help. The initial call is free. I amAge* years oldandRetirement Status*not retiredretiredMy investments totalInvestment Total* 0 - 100 thousand100 - 300 thousand300 - 500 thousand0.5 - 1 million1 - 2.5 million2.5 - 5 million5 - 10 million10 - 25 million25 million + Name*After submitting this, you will be contacted to setup an appointment. You will only receive one phone call and one email with the option to schedule and begin a discussion. You are not obligated to do anything by submitting this form, and can instantly opt-out permanently from all future correspondence at any time. We respect your privacy. Phone*Zip* Email* EmailThis field is for validation purposes and should be left unchanged. 53620Δ Author: Melissa L. Smith Mel is an executive assistant in Omaha, Nebraska with Callahan Financial Planning Company. Linkedin