10 years ago, we embarked on a mission to make financial advice available without sales commissions, sales people, or other ethical barriers to building trust and peace of mind.
Since then, we've had the opportunity to work with hundreds of wonderful families towards their goals, and it is clear to all of us just how fulfilling this work can be.
So, when we celebrate 10 years, we're really celebrating all of the accomplishments of our clients. We're proud and grateful we can perform such meaningful and purposeful work.
Thank you, to all of our clients and staff, for making it all possible.
More people than ever need are reaching out for fiduciary financial planning, and we're looking for more great people to join our team to help!
If you or someone you know is looking to join our fiduciary financial planning team, check out these current openings:
Client Service Associate (Omaha, NE and San Rafael, CA)
Learn more and apply at callahanplanning.com/careers
We're so excited to be expanding to the Denver community, especially after a warm welcome from the Parker Chamber of Commerce!
If you're preparing for retirement and are looking for a financial planner that's a fiduciary (and not a salesperson), we can help.
We answer your questions around your investments, taxes, estate and retirement plans, all with one team. Learn more at callahanplanning.com
Parker Chamber of Commerce
July 20 at 2:09 PM ·
The Parker Chambernof Commerce is excited to Celebrate Membership with our newest member- Callahan Financial Planning Company!
For more information- http://www.callahanplanning.com/locations/Denver-tech-Park-centennial-Colorado-financial-advisors/
Core to our values is putting people first, and we intend to take meaningful action against racism. Today, we've announced our intention to double our annual donation to community charities this year, emphasizing those focusing on fighting racism and supporting people of color.
We will begin this with donations to two local charities where we work, Inclusive Communities and SURJ Marin - Showing Up for Racial Justice.
We've also gathered a list of some charities taking action against racism, and ask you consider taking action too https://callahanplanning.com/support-racial-justice-with-these-charities/
We're celebrating LGBT pride month at Callahan Financial Planning Company with San Francisco Pride, Heartland Pride, Denver Pride and others supporting LGBTQ+ rights in America.
