Who are we?

Callahan Financial Planning is an Omaha-based, independent financial planning and investment management company providing a unique form of conflict-free financial advice. As a Nebraska Registered Investment Advisor (RIA), we maintain a stringent standard of fiduciary responsibility to each of our clients.

What makes us different?

President William Callahan's fundamental belief that planners should work on behalf of their clients, and not for the company offering the highest sales commission to employees, led him to form the company. This belief sets Callahan Financial Planning apart.

Clients typically working with a traditional financial advisor, agent or broker must pay a commission associated with a financial product. We believe this structure holds an inherent conflict of interest. Research has shown this can cause an increase in investor costs, mismanaged risk and poor communication between a client and their advisor. Our philosophy and unique service, Conflict-Free Planning, ensures you'll always receive the right advice. As your legal and moral fiduciary, we place our client's best interest first in all that we do.

Questions? Talk with us.

6/9/2011 Callahan Financial Planning Continues Strong Growth, Celebrates Investment Milestone – Midtown Crossing - view article

2/23/11 WOWT Asks Callahan Financial Planning How to Save Money and Pay Off Debt - view article

11/9/10 Omaha Company Begins New Workshop to Educate Baby Boomers on Social Security - PRWeb - view article

9/23/10 Callahan Financial to Open - Omaha World Herald

9/22/10 Callahan Financial Planning Opening in Midtown Crossing - view article

9/10/10 Callahan Financial Planning Anticipates Opening - Midlands Business Journal - download PDF

7/27/10 New Financial Planning Concept Begins Construction at Midtown Crossing - Business Wire - view article

5/18/10 All about Midtown Crossing - Omaha World Herald - view article

4/15/10 Callahan Financial Planning Joins Midtown Crossing - view article