For more than 30 years, Callahan Financial has provided families and small businesses with financial advocacy, collaborative problem solving and vision casting for the future. Investment advice and planning offered through WealthCor LLC, a registered investment advisor. WealthCor LLC and Callahan Financial are separate entities from LPL Financial.
As an independent firm, we are committed to offering complete objectivity and unbiased advice. Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth. We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.
As an independent firm, we are committed to offering complete objectivity and unbiased advice. Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth. We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.
Services
In 1987, Callahan Financial started with a vision and passion for helping individuals navigate through life's financial challenges and surprises. Over the years we have helped people just like you through everything that intersects their lives financially. Our approach is one of advocacy, we are on your side and as fiduciaries we advocate for you and look out for your best interest.
We are financial professionals that have dedicated our careers to being financial advocates for main street America. We are husbands and wives, friends and neighbors, coaches and mentors within our community. We sit next to you at church and care about our community just as you do. We are investment and risk managers.
No matter if you are just starting out in life or 25 years into your retirement we have abilities to enrich your life. Let's face it, the financial landscape is complex with lots of moving parts that need to move in unison with one another. We work with you to unravel life's financial complexities and address the peaks and the valleys, the twists and the turns that we are all faced with at some point in our lives.
My name is Joe Callahan and I founded Callahan Financial in 1987. I have been very blessed and enlightened from a young age. At four years old, my father died of cancer and my mother raised myself and my three sisters. I learned how. Al passed his Certified Financial Planner test in 2006 and holds the FINRA 7, 66 and State Life and Health licenses.
We believe this is the beginning of a life long relationship so we want to be sure that it is right for the both of us. We spend time with you to really understand what keeps you up at night, what is important to you and your family and your vision for your future. We need to understand, from your perspective, what your ideal financial partner looks like so we can be sure we can deliver upon your expectations.
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