Planning Insights

Step 1 of 3

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 am
Age*
years old
and
Retirement Status*
My investments total
Investment Total*

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*
Name
This field is for validation purposes and should be left unchanged.

Author: William A. Callahan, RLP, CFA, CFP®

William is a Certified Financial Planner™ practitioner, a Chartered Financial Analyst charterholder, and a Registered Life Planner™. He serves as President and Chief Investment Officer at Callahan Financial Planning Company 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.