• Locations
  • Client Login
  • About Us
Callahan Financial Planning Callahan Financial Planning
  • How We Help You
  • What to Expect
  • Who We Serve
  • Get Started
  • About Us
  • What We Do
    • Planning for Retirement
    • Wealth Management
  • How We Help
  • What to Expect
  • Get Started

Our Privacy Policy

CFP Privacy Policy – v2.4

Contact Us

National (800) 991-5195
Omaha/Lincoln, NE (402) 341-2000
San Francisco/San Rafael, CA (415) 795-8600
Denver, CO (303) 222-7100

Send us a Message

  • About Us
  • Locations
  • Our Team
  • Our CFP® Pros
  • CFP Gives
  • Careers
  • Insights Blog
  • FAQ
  • Our Services
  • What We Do
  • What We Charge
  • Retirement Planning
  • Investment Advice
  • Visit With a Planner
  • How We Help
  • What to Expect
  • Current Clients
  • Client Login
  • Custodian Login
  • Send a Message
  • Make Payment
  • Upload a File
  • Join a Meeting
  • Contact Us
© 2010-2022 Callahan Financial Planning, an SEC-registered investment advisor. We provide advice only via fee-for-service relationships. We do not earn commissions and seek to avoid or mitigate any conflicts of interest that exist when providing financial advice. View our Relationship Summary to see examples of our services and their associated costs.

Our offices and financial advisors are located in Omaha, NE, Lincoln, NE, San Francisco, CA, San Rafael, CA, Mill Valley, CA, and Denver, CO. Callahan Financial Planning, as a separately identifiable division of TS Bank, has a fiduciary relationship with its clients to ensure advice and recommendations place a client's interests first. Client assets are held at an independent brokerage or financial institution selected by the client and investment advisor. See these disclosures for additional important information.

Our Omaha Financial Advisors 3157 Farnam St Ste 7111, Omaha, NE 68131 402-341-2000
Our San Francisco Financial Advisors 1160 Battery Street East, Suite 100, San Francisco, CA 94111 415-795-8600
Our San Rafael Financial Advisors 851 Irwin St Ste 201A, San Rafael, CA 94901 (Marin County) 415-795-8350
Our Mill Valley Financial Advisors 100 Shoreline Hwy Ste 100B, Mill Valley, CA 94941 (Marin County) 415-879-9655
Our Lincoln Financial Advisors 233 S 13th St Ste 1100, Lincoln, NE 68508 402-474-1200
Our Denver Financial Advisors 501 S Cherry St Ste 1100, Denver, CO 80246 303-222-7100