Discover about our mission, values, and the team that drives our commitment to excellence.
As the owner of Callahan Financial Strategies, I work with clients that want to plan for a successful retirement. I work as your personal CFO to bring investments, insurance, tax, and estate planning into a simple one page action sheet to make life easy for you. Our strategies not only take into account your goals, but multigenerational planning to tax efficiently pass money to your children and grandchildren.
I have over 7 years of experience in wealth management working with a wide range of families and business owners. I maintain the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning that focuses on retirement distribution strategies. I also hold the Series 6, 7, 63, 65, and life/health licenses.
Osaic Wealth, Inc. - Our Broker Dealer
Osaic Wealth has been recognized as one of the premier independent broker-dealers for more than two decades. Osaic Wealth’s reputation is the result of their open-architecture model and commitment to leading edge technology and superior service. Osaic Wealth’s trademark is a culture defined by personal relationships with advisors based on mutual trust, loyalty and integrity. The firm has more than $500 billion in total client account assets and more than 11,000 affiliated independent financial advisors. Osaic Wealth is a registered broker-dealer and an SEC-registered investment advisor.
Pershing - Our Custodian for Assets
For over 85 years, Pershing has been a leading global provider of financial business solutions to many of the world’s most respected financial organizations. It remains focused on the safekeeping, servicing, segregation and reporting of assets held in its custody. Pershing operates with net capital in excess of $2 billion, well above the minimum requirement. Pershing is a subsidiary of BNY Mellon, one of the world’s largest financial organizations. BNY Mellon ranks among the top financial services companies in the world, with $46.6 trillion in assets held under custody and administration.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice. This communication is strictly intended for individuals residing in the states of IL and FL. No offers may be made or accepted from any resident outside the specific state(s) referenced
