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Joseph Callahan,CFP

Callahan Financial
Investment Advisor

Contact Information:

Cincinnati, OH 45242
United States

Years in Business:

 

30

Clients I'm Seeking:

 

individuals looking for a fresh new prospective around managing and growing their assets, and creating a comprehensive plan to ensure no surprises in life:)

About My Business:

 

The core of our business is people and relationships. We are paid through the professional management of investment assets. We provide comprehensive financial planning to address all "seasons" of life...from college planning, to retirement planning, to parent care planning, to generation 2 planning. All of this is part of our asset management fee, meaning no separate billing for any of these value adds.

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