Retirement Planning
Un-biased Advice for your Retirement Plan
Whether your retirement savings is with your past or current employer, our unique sales-free process gives you truly un-biased results.
With our unique process, you’ll find a dedicated team focused on your goals. Without a product sales pitch, your planner will identify and prioritize your needs with a custom plan to address your goals one-by-one.
Retirement Plans We Plan and Manage:
- SEP IRA
- Money Purchase Pension Plan
- Profit Sharing Plan
- Employee Stock Ownership Plan
- Pensions and Annuities
- 401(k) and 401(a)
- 403(b)
- 457(b) and 457(f)
- Thrift Savings Plan (TSP)
- SIMPLE IRA
What We’ll Do For You:
- Ask the right questions to get to know you, your current situation and your specific goals.
- Prepare a detailed financial plan according to your needs.
- Determine the right investments for your retirement plan account(s).
- Actively manage your portfolio to make necessary changes (optional service).
With Our Commitment:
- Integrity – Callahan Financial Planning has a strict code of conduct against conflicts of interest and abides by a fiduciary obligation much stricter than that of most stock brokerages.
- Service – Every Financial Planning Advocate on our team is dedicated to your success. They’ll work with you to get started, answer questions, complete paperwork for you and be there for you every step of the way.
- Convenience – Our Financial Planning Advocates are available 6 days a week in person, via the phone, via email or live chat on our website. Your plan and accounts can be accessed 24 hours a day at our website.