Callahan Financial Planning has seen significant growth since opening in 2010, as it pursues bringing its popular holistic, fee-only financial planning to more families across the country. The firm anticipates opening additional locations in the
The planning services provided at the
A typical client begins working with Callahan Financial Planning to prepare for retirement, and we recommend their financial advisory engagement include advice on reaching an investment portfolio with a level of risk appropriate for their age and situation, addressing any concentrated stock or stock options, and full coordination of income taxes and tax preparation.
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