Skilled Investment Management & Research

Bringing transparency to the area that needs it most, your investments.

Ever wonder how advisors are compensated? Have you thought there is a better way? There is. At Callahan Financial Planning, proper investment policy starts with our unique Conflict Free Planning process. It continues with our commitment to the ongoing prudent management of your investment portfolio with people you can hold accountable.

Our Disciplined Investment Policy:

Every client begins with us through our financial planning process. We work with you to fully understand your current financial situation and your precise goals today. We help you determine what's reasonable, what's worked well and what hasn't.

With precision, our Investment Policy Statement (IPS) outlines exactly what we'll do, why we'll do it, how we plan to and when we're going to do it. This will serve as a foundation for our investment decisions and ensure we remain disciplined in good and bad times alike for your long-term success.

Our Research:

Our research starts broadly with no option uncovered. In the U.S. today, there are more than 12,000 publicly traded stocks, 25,000 Mutual Funds, 1,000 before Exchange Traded Funds (ETFs), with countless more bonds and private investment opportunities. Without predisposition or bias, our research process conducts searches to identify a short list of investments meeting our criteria focused on:.

• Keeping Costs Low

• Managing Risk

• Proper Asset Allocation

• Identifying Investment Opportunities

Managing to our base allocation, we make ongoing adjustments to reflect our investment counsel's current views on economic, market, valuation risks and opportunities available. This research results provide the ongoing base for our portfolio design and is updated regularly.

Picking Up Where You Left Off:

Our clients are proud of the care they've maintained in accumulating their wealth. It likely didn't come easy, and we believe even greater prudence must be taken to ensure it's safety for your future. Maybe you believe in low cost investing and proper asset allocation too. Maybe you've been saving consistently to ensure a safe retirement and only take calculated risks.

Most of our clients get this. Where they come short is ensuring proper execution. "They desire an investment manager with discipline and appreciate the power of professionals holding clients accountable to a plan.

If this sounds like you, you've found the right place. See your options below to interact with us further and we'll see how we can help.

Take the first step of your new financial future. Talk with us today.