+ Where are you located?
Our offices are located in Omaha, Nebraska – at the new Midtown Crossing at Turner Park development. Sharing the same campus with the headquarters of Mutual of Omaha, Berkshire Hathaway and Kiewit Construction, the development houses approximately 500 condominium and apartment units combined with high-end retailers, restaurants, a hotel and dinner theatre.
We are one mile from downtown Omaha. We're located just west of I-480 (Harney Street / Dodge Street Exit) at Farnam Street and Turner Boulevard next to Blanc Burgers and Bottles.
3157 Farnam Street, Suite 7112 Omaha, NE 68131
Contact Us | View Map and Directions
+ Are you a division or branch of another company?
No, Callahan Financial Planning Company is an independent, Omaha-based Company that provides a unique form of conflict-free financial planning. This independence is important because:
Large American Banks and Brokerages have products for sale, and their Financial Advisors job is to distribute these. They may offer ancillary financial advice along with their product sales, but it is important to note their underlying position, selling you a product.
Typically Brokerages, Insurance Companies and Mutual Funds have what's called "Revenue Sharing" arrangements in place. This money has to come from somewhere, and unfortunately it's directly from your investments.
Our business model is distinctly different: we are only compensated by our clients. This is the only way to ensure true and appropriate recommendations can be made. You'll never have to second guess advice again.
+ Who is on the financial planning team?
William A. Callahan
President and CEO
Mr. Callahan founded the firm in 2010. With a philosophy of a strict duty of care to clients, Callahan Financial Planning Company's entire team holds a legal and moral fiduciary obligation to their clients. As the President, Mr. Callahan is responsible for reviewing all financial plans and portfolio decisions on the financial planning and investment committees to our clients.
An Omaha-native, Mr. Callahan has served the community as a Financial Advisor, Private Banker and Portfolio Manager over the years. Prior experience includes U.S. Bank and U.S. Bancorp Investments, LPL Financial and Treynor State Bank.
Tiffany A. Tarkington
Ms. Tarkington has been with the firm since our opening in 2010. Sharing a belief of strong care for clients, she views her responsibility as a dual mandate to clients: ensuring you understand all the steps necessary to achieve your desired wealth and that everything is being done in our power to get you there. She is an active and integral contributor in the financial planning process and committee.
A native of Portsmouth, IA in the Omaha metro, Ms. Tarkington has deep experience in financial services. Her professional capacities have included being a Staff and Branch Office Auditor and a Communications Analyst. Previous employers include Securities America, the National Futures Association and American Family Insurance.
Reuben J. Brauer
Mr. Brauer has also been with the firm since our opening in 2010. Graduating from the University of Nebraska at Omaha with a BSBA concentrated in Finance, he has a strong understanding of modern finance and portfolio science.
From Omaha, Mr. Brauer's previous experience includes securities analysis and client service at the local firms Footprints Asset Management and Research and Bank of the West.
+ What is Socially Responsible Investing?
Holding a portfolio you can feel good about while earning an appropriate return is not only possible, it's important. This can be accomplished through a formal "screen" of companies we consider for investment, and is often called Socially Responsible Investing (SRI). This category is broad, but can include evaluating companies based on social justice, corporate governance, and their environmental impact. We take pride in our unique capabilities to monitor these criteria for our clients.
If this is important to you, talk to your Financial Planner at Callahan Financial Planning about applying filters to your portfolio based on your values. If you're not currently a client, you can start a dialog by visiting with a Planner.
+ How can I save money by working with CFP?
We provide two distinct services, hourly rate financial planning and ongoing asset management. When working with Callahan Financial Planning, clients typically begin by creating a financial plan that outlines what they'd like to accomplish and what specifically needs to be done to get there.
Our ongoing asset management service is an optional service that provides ongoing follow-up to all the specific components of your financial plan. Common asset management services that we provide include portfolio management and research, plan accountability and regular pre-scheduled meetings with your Financial Planner. All ongoing asset management clients have their plan and portfolio managed by our Investment Management Committee for regular review.
To get a specific estimate and see how we can help you, visit with a planner.
+ Where is my account held if CFP manages it?
If you elect to utilize our ongoing asset management services, you'll have the option to use a brokerage account with TD Ameritrade Institutional. This ensures full transparency to you while allowing us to make the ongoing trades necessary for prudent portfolio management. Assets held at TD Ameritrade Institutional are SIPC (link) insured, and cash deposits are FDIC insured (link) up to their respective maximum federal limits. Callahan Financial Planning Company does not receive any compensation or represent TD Ameritrade Institutional as they are independent firms.
For those clients who are prohibited or it's in their best interest to hold their investment assets at another custodian, special accommodations can be made. When working with our clients, we'll develop a specific plan outlining how our trades are to be made.
+ How safe is my money managed by Callahan Financial Planning?
Callahan Financial Planning is not a bank or brokerage, and therefore does not ever take custody of our clients' funds. Instead, for those clients whose assets we manage in an ongoing manner, they are held safely with TD Ameritrade Institutional or the custodian you've elected (if necessary). Clients of TD Ameritrade Institutional receive Securities Investors Protection Corporation (SIPC) coverage of up to $500,000 should the brokerage fail or be the victim of fraud. Additionally, if your account has any cash deposits, you're protected by Federal Deposit Insurance Corporation (FDIC) coverage of up to $250,000. There are specific requirements that must be met at all banks and brokerages to ensure full coverage, so it's important that you work closely with your Financial Planner to ensure full protection is maintained.
You can visit the FDIC or SIPC directly for more information.