An Omaha-based financial planning and investment management company providing a unique form of conflict-free financial planning services. Founded in 2010 as a Nebraska registered investment adviser (RIA), the firm maintains a stringent standard of fiduciary responsibility to each client.
After years of witnessing misguided recommendations from salespeople disguised as "Financial Advisers," Callahan Financial Planning's founder, William Callahan, knew there was a better way. His fundamental belief that planners should work on behalf of their clients and not for the company offering the highest sales commission to employees, led him to form the company.
Callahan Financial Planning provides four flat-fee planning packages that are independent of a client’s net worth. From discussion to completion, each client has a dedicated Financial Planner to ensure a successful achievement of their plan. For more information, please visit www.callahanfp.com.
Specialties
Fee-Only Financial Planning and Investment Management
