Why CFMG?

At Callahan Financial Management Group, our mission is to provide our clients with personalized, comprehensive wealth management and retirement planning strategies tailored to their own unique financial circumstances.

Our Process 

Your financial goals and objectives are at the center of our Investment Planning Process. Our vision is to build lasting relationships with each client, rooted in trust, comfort and commitment. When working with our team, we will devote our time, energy and resources to develop a deeper understanding of you and your financial objectives. After discussing your personal goals, priorities and risk tolerance, our team will create a customized investment strategy tailored to you and only you.

As experienced financial professionals, we understand the complexities and challenges associated with comprehensive investment planning. We pride ourselves on our ability to break down these intricate concepts into simpler terms while helping build a confident understanding of our strategies, so you are not only highly involved but also comfortable in the decision-making process.

Our team is here to serve you. Your needs will always be our top priority. We have a tremendous appreciation for every client we serve; therefore, we encourage questions and appreciate open dialogue to provide our clients with the premium care and service they deserve.
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.

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