A fiduciary is a person or entity that holds a legal or ethical relationship of trust. In the profession of financial advice, a fiduciary is one solely acting in the interest of a client.

A proper fiduciary discloses all facts material to the relationship. If a potential conflict may interfere with a professional’s fiduciary duty to a client, the relationship should not be entered into. The professional relationship between a client and a fiduciary means:

• The client always knows exactly how the fiduciary is compensated
• The fiduciary will owe their first and foremost loyalty to their client
• The fiduciary commits to act with diligence and without bias
• The fiduciary will always act with honesty, integrity, and professionalism
• The fiduciary will only charge fees for their services (and not commissions), and will only charge amounts that are reasonable for the services being provided

Callahan Financial Planning Company and its employees have signed and are held to fiduciary oaths, in addition to their ethical oaths made as professional certificants of the CFP Board, the CFA Institute and under fiduciary securities laws in the state of Nebraska and the United States.

Our clients generally pay for our services as part of an ongoing relationship at a preset annual rate, but in certain circumstances we perform limited scope one time engagements for a fixed fee, depending on the type of questions/advice sought. We do not receive any other forms of compensation. You will be provided a full quote prior to beginning any work with us.

To request a quote for your situation, please go to our Get Started page.

You can choose from four different fee-only financial planning services, which are detailed on our What We Charge page.

You can learn more about our amazing team of financial planners and other staff at the Our Team page.