The Price of Free Advice
Save money by working with Callahan Financial Planning.
Our clients don’t pay sales commissions like these:
The savings can be significant.
See our services to find what we can do for you:
Are you being told your investment comes at no cost to you?
Class ‘B’, ‘C’, and others for mutual funds, along with variable, indexed and fixed annuities almost always have a Withdrawal Charge (AKA CDSC, Surrender Fee, etc) that can be as high as 10% of the value invested and typically last for 5-10 years. Prior to withdrawal, investors in these share classes pay high (typically double or more) annual expenses that are hidden and embedded in your investment.
Wondering about an investment you own or are considering?
All investments registered with FINRA or the SEC must produce a disclosure document titled a Prospectus- Each discloses in detail all of the embedded expenses of an investment.
When working with Callahan Financial Planning, you will never pay a sales commissions or withdrawal charge, or have any required period of time for your investments.
Questions? Talk with us.