Are you a division or branch of another company?

No, Callahan Financial Planning Company is an independent, Omaha-based Company that provides a unique form of conflict-free financial planning. This independence is important because:

  • Large American banks and brokerages have products for sale, and the job of their financial advisors is to distribute these. They may offer ancillary financial advice along with their product sales, but it is important to note their underlying position: selling you a product.
  • Typically brokerages, insurance companies and mutual funds have what’s known as a “revenue sharing” arrangement in place. This money has to come from somewhere, and unfortunately, it’s directly from your investments.

Our business model is distinctly different: we are only compensated by our clients. This is the only way to ensure true and appropriate recommendations can be made, and to ensure you don’t pay these extra costs. You’ll never have to second guess advice again.

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Author: Callahan Financial Planning

Callahan Financial Planning is an independent fiduciary financial advisory firm, providing planning on a fee-only basis, without sales commissions, with offices in San Rafael, San Francisco, and Mill Valley in Northern California, in Omaha and Lincoln in Nebraska, and in the Denver metro area in Centennial Colorado.