NEWS

Callahan Financial Planning, an independent financial planning and investment management company, is celebrating its second anniversary -- and two years of impressive growth -- by announcing a new charity initiative, “Callahan Financial Planning Gives Back.” Every year, the firm will donate five percent of its profits to support community charities.

“We will begin in 2013 by asking our clients to vote on which local charities are most important to them to help choose the recipients of our donations each year,” said William Callahan, president, Callahan Financial Planning.
The firm opened in Midtown Crossing in September 2010 with an initial client asset base of $1.8 million under the firm's management. Since then, its portfolio has blossomed with strong, steady growth.

“As we celebrate our second anniversary, we have prepared financial plans totaling $57 million, of which we are responsible for managing $25 million day-to-day,” said Callahan.

A Nebraska registered investment adviser, Callahan Financial Planning (www.callahanfp.com) offers flat-fee financial planning services, embracing the view that “commissions and hidden compensation have no business in financial planning.” It also maintains a stringent standard of fiduciary responsibility to each client and a strict principle of conflict-free financial planning. Callahan said those core concepts have resonated with the firm’s clients.

“People love that we don't have any conflicts of interest, and that we look at everything, not just investments or insurance. Once they meet with us, they tell us they find it refreshing that we don't give a sales pitch, and that we really have a broad understanding of their total financial picture,” Callahan explained.

He added, “Our business model is surprisingly simple, we provide the public with direct access to a Certified Financial Planner™ that can help answer all of their financial questions, without bias and start implementing the changes needed promptly. That's all we do, every day.”

Now, with two successful years in the books, Callahan said he sees more growth ahead.

“We're just getting started.”

The company launched several new innovations in 2012, including an online enhancement which allows clients to check the status of their financial plan, access financial documents, and view their entire net worth, their goals and their financial planner's recommendations.

“Our clients absolutely love this, and it really seems to engage and motivate them to do more to help themselves. We also improved our financial planning process with a multi-meeting program. It helps our clients step into a comprehensive financial plan with a structured transition, guided by a financial planner, but with a lot less intimidation than we think people are accustomed to when interacting with people in our profession. They sound like simple things, and yet we haven't seen anyone else doing what we're doing. That excites us.”

Callahan Financial Planning is located at 3157 Farnam Street in Midtown Crossing. Callahan said he loves being based in the development – and in Midtown Omaha.

“There's definitely a thriving business community here.” He said. “We think being here has provided great visibility for our new type of financial planning practice, and is home to some of the most beautiful real estate in Omaha. Overall, Midtown Crossing has been a great fit for Callahan Financial Planning as we both grow rapidly together and are symbols of the future of Omaha.”

www.callahanfp.com