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