About Us
Jeff Callahan
Wealth Consultant
Jeff is a wealth consultant for affluent investors for personal wealth management through a team approach to include their retirement planning needs. He uses a universal approach to Financial Planning from Lifestyle and Asset Management to Portfolio Growth and Retirement Income. With over 30 years of personal investing in the equity markets and over 13 years of professionally helping clients with their personal finances, Jeff is a specialized Wealth Consultant who assists his clients with non-qualified and qualified retirement plans, including, IRA’s, SEP’s, 401K’s, and Lifestyle Insurance. He feels confident in his approach to assisting his clients with their portfolios after navigating his clients through two of the recent most extremely volatile economic cycles in the history of the capital markets.
Callahan Wealth Management and Insurance Services is supported by LPL Financial, LLC. With more than 19,000 advisors and over $1 trillion in brokerage and advisory client assets, serviced or custodied, LPL Financial, LLC continues to appeal to the independent model and reinforce the importance of the LPL Financial, LLC mission.
When Jeff is not attending to his coveted clients/practice, he enjoys his time walking, dining, and chatting with his wife of 20+ years and two boys. He believes strongly in the power of giving and volunteering. Travelling, coaching youth sports, golfing, and attending local sporting events with his family and friends are a few of his favorite past times.
Jeff Callahan
Wealth Consultant
Jeff is a wealth consultant for affluent investors for personal wealth management through a team approach to include their retirement planning needs. He uses a universal approach to Financial Planning from Lifestyle and Asset Management to Portfolio Growth and Retirement Income. With over 30 years of personal investing in the equity markets and over 13 years of professionally helping clients with their personal finances, Jeff is a specialized Wealth Consultant who assists his clients with non-qualified and qualified retirement plans, including, IRA’s, SEP’s, 401K’s, and Lifestyle Insurance. He feels confident in his approach to assisting his clients with their portfolios after navigating his clients through two of the recent most extremely volatile economic cycles in the history of the capital markets.
Callahan Wealth Management and Insurance Services is supported by LPL Financial, LLC. With more than 19,000 advisors and over $1 trillion in brokerage and advisory client assets, serviced or custodied, LPL Financial, LLC continues to appeal to the independent model and reinforce the importance of the LPL Financial, LLC mission.
When Jeff is not attending to his coveted clients/practice, he enjoys his time walking, dining, and chatting with his wife of 20+ years and two boys. He believes strongly in the power of giving and volunteering. Travelling, coaching youth sports, golfing, and attending local sporting events with his family and friends are a few of his favorite past times.
The investment climate has never been more exciting or more challenging than it is today.
To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a valued representative who has a clear understanding of their needs.
By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting service first.
As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact us, by phone or e-mail. We can help you make sense of today’s investment climate.
Managed asset plans
For professional fee-based portfolio management through LPL Financial
Estate planning
Seeking preservation of wealth from generation to generation
Long Term Health Care
Pursuing to provide for costly health issues
College Planning
Working toward to give your kids a good head start
Insurance Planning
Striving to secure your family’s future needs
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that personalized financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.
For more information about LPL Financial, visit www.lpl.com.
