Everyone needs professional, objective financial planning.

Luke R. Callahan

Callahan Financial Planning, based in Framingham, Massachusetts, servicing the Metro-West area, was founded on a fiduciary responsibility that provides financial advisement on an as-needed basis in an unbiased and professional manner. We provide independent, high-quality, financial planning and investment advisory advice without a push towards financial services and companies that do not have your interests at heart.

We do not accept commissions or sell loaded financial products of any kind as the interests of our clients always come first. This removes conflicts of interest that would otherwise prevent our guidance and your goals from meshing. Clients can count on their privacy being protected at all times and that Callahan Financial Planning will strive to maintain a strict code of ethics as set by the Certified Financial Planner Board of Standards and also in our disclosure statement.

Getting on track financially will empower you and keeping it simple will help achieve your goals. Callahan Financial Planning will develop a loyal relationship, that will grow in time, making sure you are informed every step of the way.

Luke Callahan is a candidate for CFP® certification after passing the rigorous exam and has completed the education requirement at Boston University Program for Financial Planning.

6 financial milestones before 30

By Emma Johnson, MSN Money | January, 2009

ome dread it. Some embrace it. Some use the big 3-0 as an excuse to do that one last, precious keg stand. Others become an eternal 29 overnight. Whatever your attitude about turning 30, experts say it's a good time to assess your personal financial situation.

My Take on This Very Risky Market

By Larry Swedroe, SeekingAlpha | November, 2008

We certainly live in interesting times. While I have witnessed events like this before, never have I seen so many at one time and with such a big impact---again, the lesson to remember is to never treat the unlikely as impossible and don't take more risk than you need to (at least without being fully prepared for the possible consequences). With that said, here is a short summary of what I believe is happening.

10 Things Millionaires Won't Tell You

By Daren Fonda, Yahoo.com | August, 2008

A million dollars may sound like a fortune to most people, and folks with that much cash can't complain — they're richer than 90 percent of U.S. households and earn $366,000 a year, on average, putting them in the top 1 percent of taxpayers. But the club isn't so exclusive anymore.

Seven Ways to Simplify Your Investment Life

By Christine Benz, Morningstar.com | May, 2008

Most of us would do well to adopt a streamlined approach to running our own portfolios. After all, wouldn't you prefer to have a portfolio devoted to a short list of those investments in which you have the highest degree of confidence, one that you can hold through thick and thin, no matter what the market serves up?

What Planners Do...

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First we gather data and help you establish goals. Goals are like stepping stones: without a sound financial plan as a solid footing, it's easy to lose your step. After goals have been prioritized, we can determine your financial status and present a course of action to both implement and monitor your financial plan to meet your goals.

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