Posted: October 30th, 2010 | Author: William Callahan, CFP® | Filed under: Budgeting & Saving, Callahan Financial Planning, Estate Planning, Income Tax Planning, Investment Planning, Paying for College, Paying for Financial Advice, Paying Off Debt, Retirement Planning, Small Business | Tags: 2010, Advisor, Budget, College, Commission, Debt, Fee-Only, Financial Planner, Investment, Omaha, Planning, Retirement |
This is the third in a 4 part series designed to explain the ideas behind starting such a unique company and choosing Omaha to call home.
Since we opened our offices earlier this year, one of the most common questions we’ve gotten before “Why are you different” is “What do you do”? It’s a question we love to answer, and comes as no surprise with all the perplexity of the financial service industry today.
Contrary to most banks, insurance companies and brokerage who regularly sell specific products, our product is our expertise, wisdom and planning process. We use this capability to address areas such as: Read the rest of this entry »
Posted: October 23rd, 2010 | Author: William Callahan, CFP® | Filed under: Callahan Financial Planning |
iPad Winner Kristen Tuel
We have a winner! If you asked to receive our email newsletter on our website, at Jazz on the Green, the Cox Classic or the Buy the Big O! Show you were automatically entered to win an Apple iPad courtesy of Callahan Financial Planning Company to celebrate our Grand Opening in Omaha at Midtown Crossing.
Kristen Tuel, a fellow resident of Midtown Omaha and employee at the University of Nebraska is the new proud iPad owner. For everyone else that entered, don’t worry. There will be two more Financial Plan giveaways in the coming weeks- stay tuned for details.
Congratulations Kristen!
Posted: October 21st, 2010 | Author: William Callahan, CFP® | Filed under: Budgeting & Saving, Callahan Financial Planning, Estate Planning, Income Tax Planning, Investment Planning, Paying for College, Paying for Financial Advice, Paying Off Debt, Retirement Planning, Small Business | Tags: 2010, Advisor, Budget, College, Commission, Debt, Fee-Only, Financial Planner, Investment, Omaha, Planning, Retirement |
This is the second in a 4 part series designed to explain the ideas behind starting such a unique company and choosing Omaha to call home.
Last week I wrote about the importance of receiving advice in a fiduciary capacity- putting the client’s best interest first. Today I’d like to focus on the scenarios in this capacity that can save you money.
Without a Sales Commission…When working with a fiduciary that doesn’t earn a sales commission, their only form of compensation is what you pay them directly. There are several ways to pay, but the two most common are paying an hourly rate for service rendered or at an annual rate based on your net worth or investment balances. Because any of these fees are seen directly by clients, there is often the false impression their normally “free” service is no longer.
With a Sales Commission… Read the rest of this entry »
Posted: October 14th, 2010 | Author: William Callahan, CFP® | Filed under: Budgeting & Saving, Callahan Financial Planning, Estate Planning, Income Tax Planning, Investment Planning, Paying for College, Paying for Financial Advice, Paying Off Debt, Retirement Planning, Small Business | Tags: About Callahan Financial Planning, Commissions, Fee-Only, Financial Adviser, Financial Advisor, Financial Planner, Investment Advisor, Nebraska, Omaha, Sales Charges and Commissions |
This is the first of a 4 part series designed to explain the ideas behind starting such a unique company and choosing Omaha to call home.
Who are we?
Callahan Financial Planning is a new, independent company based in Omaha, NE that has introduced a revolutionary way to pay for and receive finance guidance. Aware of the conflict traditional sales staff and commissions produced, we set out to build a unique financial planning model to truly create, implement and manage financial plans to your goals… free from product sales. Read the rest of this entry »
