Callahan Financial Planning Employee Directory

Financial ServicesUnited States2-10 Employees

Callahan Financial Planning Corporation is driven by the financial planning process. The four 
simple words on our business card and stationery outline this life-long process. Our first obligation 
is to plan by together documenting where you are, where you want to go and why. Then we 
protect what you have now and in the future. Next, we do our best to grow the existing portfolio. 
Finally, there comes a time to distribute your portfolio by using it and leaving it to our loved ones 
and charity. Many financial professionals have built their businesses on transactional, short-term 
gains, but we truly believe that ultimate success is driven by the strategic financial plan.

In order to truly protect your financial legacy, we believe that all of the tools necessary to do so 
should be available from the same source. Just as a coach sees the entire field and presents the 
best possible options for the team, we approach financial planning from a collective strategy that 
allows you to feel more equipped in your financial game.

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