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 
    • 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