Our Services

We serve Individuals, Families, Businesses and Professional Athletes in all areas of investment planning including:

 Retirement Planning

  • Help making the most of your employer-sponsored retirement plan
  • Determining how much you may need to retire comfortably
  • Managing assets before and during retirement

 

Tax Management*

  • Help making sure your portfolio is tax-efficient
  • Developing tax-efficient investment strategies
  • Referring you to qualified tax specialists

 

Estate Planning*

Working with our estate-planning and trust specialists available through Wells Fargo Advisors Financial Network and its affiliates to help:

  • Review your wills and trusts
  • Preserve your estate for your intended heirs
  • Establish beneficiary designations
  • Reduce potential exposure to estate taxes and probate costs
  • Coordinate with your tax and legal advisors

 

Education Funding

  • Recommending invesment and accumulation strategies to help you with your children's education

 

Risk Management

  • Reviewing your specific situation for potential insurance needs**

 

Investments

  • Determining your asset-allocation needs
  • Helping you understand your risk tolerance
  • Recommending suitable investment vehicles to help you reach your goals

 

Employee and Executive Benefits

  • Helping your business attract and retain qualified employees through benefit packages

 
 


 

* Callahan Financial Management Group and Wells Fargo Advisors Financial Network are not legal or tax advisors.  However, we will be glad to work with you, your accountant, tax advisor and/or attorney to help you meet your financial goals.

 

 ** Insurance products are available through non-bank insurance agency affiliates of Wells Fargo Advisors Financial Network.