Callahan Financial Planning Company / Financial Advisor in Omaha, Nebraska

William Callahan, CFA, CFP
Callahan Financial Planning Company is an Omaha, Nebraska-based registered investment adviser that provides individuals, businesses and institutions financial planning and investment management services. Our service fees are based on the type of work being performed. Financial planning is generally billed by the hour, with the average financial plan requiring 15-30 hours of time to complete. Investment management services are generally billed as a flat percentage of an investment portfolio and depend on the size of the client's total portfolio, but some clients may instead choose to pay for such services on an hourly basis as well. As a leading Fee-Only provider of financial advice in the Omaha area and across the state of Nebraska, Callahan Financial Planning provides assistance with:

Preparing for Retirement Individual Retirement Accounts Company Retirement Plans (including 401(k), 403(b) and pension benefits) Company Stock and Options Social Security Planning

Managing Wealth Investment Management and Research Risk Management and Hedging Tax Planning and Monitoring Estate and Legacy Planning Charitable Giving Expense Planning (including real estate, college and other significant events)

Building a Solid Foundation Better Budgeting Paying Off Debt Saving and Investing for the Future


Suggestions will appear as you type. Example: Cary, NC.
Please describe your needs and any special services you may require. SUPER IMPORTANT: Do not use foul language or include web links to websites (even if they are yours). We ignore those contact requests. Thanks!

Optional, but recommended. Leave this set to Yes and save yourself time and money; will help you find the best financial advisor for your needs!
Optional, but recommended. An email is required if a phone number is not provided.
Optional, but recommended. is © Copyright Sudden Ventures, Inc. ( 0.031 secs on 07/21/24)

Privacy Policy | Accessibility Statement

Activate High Contrast Mode