Un-biased Advice for Your IRA

Receive personal guidance with a financial planner on opening, investing and managing your IRA. At Callahan Financial Planning, you’ll never pay a sales commission again.

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.

IRA Account Types We Plan and Manage:

  • Traditional IRA – Putting money away for tomorrow with the benefit of a tax deduction today.
  • Roth IRA – The biggest future benefit, all earnings can be tax-free and fund your retirement.
  • SEP IRA – Typically established at a small business, tax deductible contributions by employees may also be possible with this IRA type.
  • SIMPLE IRA – Typically simpler and often with less cost than a 401k, this type of IRA is a hit for small businesses and their employees.

Help With These IRA Transactions:

  • Opening, Contributing and Transferring IRAs
  • Rollover to an IRA from a 401k and Other Accounts
    (see here for more types available)
  • Roth IRA Conversions
  • Recharacterization of a Roth IRA
  • Other Special Situations

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 IRA.
  • 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.

Take the first step of your new financial future. Talk with us today.