Who We Serve

At Callahan Financial Management Group, our priority will always be serving you and your family’s personal financial needs. We work closely with you and your family to develop a complete understanding of your goals, dreams, priorities and risk tolerance to build and implement an investment plan tailored to you. Our team strives to build a multigenerational relationship with you, your children and beyond to help ensure those most important to you will always be financially prepared for the next stage in life.
  • Retirement Planning 
  • Investment Management 
  • Income and Expense Planning 
  • Tax Planning Strategies 
  • Estate Planning Strategies 
  • Education Funding 
  • Insurance Planning 
Business owners have a multitude of personal and business financial needs to consider as they build their business and focus on growth. At Callahan Financial Management Group, we can help business owners maximize the financial success of their business with regard to retirement planning for them and their employees. 
  • Employer-Sponsored Retirement Planning 
    • 401(k) Plans 
    • SEP IRA 
    • SIMPLE IRA 
    • Defined Benefit Plans 
  • Employee Education 
  • Tax Planning Strategies
  • Succession Planning  
Professional athletes have reached the pinnacle of the sports world and achieved their childhood dreams. Unfortunately for most athletes, their playing careers are relatively short. For that reason, professional athletes face the unique obstacle of receiving the majority of their lifetime earnings between their early 20s and mid-30s, making long-term investment planning critically important.

At Callahan Financial Management Group, we can help professional athletes ensure their second act in life is as successful as their playing career. Our skill set and experience can help professional athletes well beyond comprehensive wealth management and investment planning.
  • Asset Management & Preservation 
  • Retirement Planning 
  • Portfolio Income Strategies 
  • Life Insurance Strategies 
  • Legacy Planning 
  • Charitable Giving 
Callahan Financial Management Group, LLC

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX