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.
The owner and operator Luke Callahan is currently working towards obtaining Certified Financial PlannerTM Board's certification and has completed the education requirement at Boston University Program for Financial Planning, however currently does not have the CFP® designation.
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?
Thanks to automatic 401(k) plans and one-stop investing options, saving for retirement is a cinch.
Retirement savings plans are undergoing an extreme makeover. After decades of trying to teach Americans how to save and invest for their own retirement -- with mixed success -- employers have come up with a simple solution: They'll do it for you.
Sales pitches bombard us every day with advice on what to eat, what to wear and what to do with our money. While savvy consumers are quick to duck many of these distractions, investors looking for advice on how to save for retirement should think twice before tossing aside the colorful brochures of their 401(k) managers.
How are you planning to spend your retirement? Sailing in the Greek isles? Learning to cook while living in a Tuscan villa? Perfecting your golf game in Scotland? Skiing in the Swiss Alps? Or maybe just lying on the beach in Bali?
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.