Where is my account held if Callahan Financial Planning manages it?

Clients of our investment management services select the investment brokerage (“custodian”) of their choice. This ensures full transparency and independence to our clients while allowing us to make the ongoing trades necessary for investment management. The most common brokerage custodian our clients utilize is Charles Schwab. Assets held at Charles Schwab are SIPC insured, and cash deposits are FDIC insured up to their respective maximum federal limits.

Callahan Financial Planning Company does not receive any compensation for recommending one custodian over another, and will help you select the one most appropriate for your situation.

For those clients who are prohibited or it’s in their best interest to hold their investment assets at another custodian, special accommodations can be made with most financial institutions in the United States.

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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.

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