Callan and Lindahl Wealth Management is an independent, comprehensive financial services and tax planning firm committed to helping our clients pursue their goals through objective, customized strategies to help build, protect, distribute and transfer our clients' wealth. We believe in a broad based approach that encompasses retirement, tax, educational and estate planning as well as risk mitigation.
Our process focuses on building long term client relationships by emphasizing client service and providing straight forward, objective financial advice. Independence at LPL Financial offers our clients freedom of product choice, quality service, regulatory expertise and superior technological capabilities.
Our process focuses on building long term client relationships by emphasizing client service and providing straight forward, objective financial advice. Independence at LPL Financial offers our clients freedom of product choice, quality service, regulatory expertise and superior technological capabilities.
Services
Callan and Lindahl Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most personal level of service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability in the pursuit of achieving financial independence.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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