Callahan Financial Planning Company

Callahan Financial Planning Company is a San Francisco, San Rafael, & Mill Valley, CA and Omaha & Lincoln, NE financial advisory firm that provides individuals, businesses and institutions financial planning and investment management services.

Our service fees are based on the type of work being performed, but are always fee-only.

Callahan Financial Planning provides assistance with:

 

Preparing for Retirement

  • Individual Retirement Accounts
  • Company Retirement Plans (including 401(k), 403(b) and pension benefits)
  • Company Stock and Options
  • Social Security Planning

 

Managing Wealth

  • Investment Management and Research
  • Risk Management and Hedging
  • Tax Planning and Monitoring
  • Estate and Legacy Planning
  • Charitable Giving


And more. Visit our website to learn more about our services and book an initial call or meeting today with a financial planner.

 

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Advisors at this Office

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This Office

2169 Francisco Blvd E Ste E San Rafael, CA 94901-5520 Phone: (415) 795-8600

Primary Office

3157 Farnam St Ste 7111 Omaha, NE 68131-3553 Phone: (402) 341-2000 Fax: (402) 881-8324

Other Offices

1857 Market St San Francisco, CA 94103-1112 Phone: (415) 795-8600
100 Shoreline Hwy Bldg B Suite 100 Mill Valley, CA 94941-3645 Phone: (415) 879-9655
2169 Francisco Blvd E Ste E San Rafael, CA 94901-5520 Phone: (415) 795-8600
233 S 13th St Ste 1100 Lincoln, NE 68508-2003 Phone: (402) 474-1200