William Callahan (CFA, CFP®, RLP)

William Callahan focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

Corporate Executives

High Net Worth Client Needs

Hourly

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Planning Specialties

As a leading fee-only provider of financial advice in San Francisco, San Rafael, & Mill Valley in California, and Omaha & Lincoln in Nebraska, 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
Expense Planning (including real estate, college and other significant events)

Small Businesses

Employee Retirement Plans
Employee Financial Planning Services
Financial Modeling

Institutions

Portfolio Management for Non-profits and Endowments
Investment Policy Statement Planning

Additional Information

William Callahan is a Certified Financial Planner™ (CFP®) practitioner and Chartered Financial Analyst (CFA®) charterholder. He is the founder and president of Callahan Financial Planning Company, a $140 million SEC-registered investment advisor in San Francisco, San Rafael, & Mill Valley, CA, and Omaha & Lincoln, NE.

Callahan Financial Planning is an independent financial planning and investment management firm. Because they are not owned by or affiliated with any bank, brokerage or insurance company, they are able to offer conflict-free advice that is based solely on what is best for their clients.

By providing advice for a fee-only, the Callahan Financial Planning team can steer clear of the ethical conflicts of interest that arise from traditional, commission-based financial advice. Mr. Callahan and the Callahan Financial Planning team are experts in building strong retirement plans, investment portfolios and more for a variety of risks and outcomes. Those interested in learning more about their services can visit www.callahanplanning.com or call (800) 991-5195.

By providing advice via hourly and investment advisory fees only, the Callahan Financial Planning team can steer clear of the ethical conflicts of interest that arise from traditional, commission-based financial advice. Mr. Callahan and the Callahan Financial Planning team are experts in building strong retirement plans, investment portfolios and more for a variety of risks and outcomes. Those interested in learning more about their services can visit www.callahanplanning.com or call 402-341-2000.