Callahan Financial Planning | Mill Valley Financial Advisors
100 Shoreline Hwy Ste 100B
Mill Valley, CA 94941
Phone: (415) 879-9655
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Hours of OperationMon - Fri: 9am - 5pm
Sat - Sun: Closed
Callahan Financial Planning is an independent and fee-only fiduciary financial advisor in Mill Valley, San Francisco, and San Rafael in California, and Denver/Centennial in Colorado.
This means both the company and all of our financial advisors make a legal and ethical commitment to place our clients’ interests ahead of our own in everything that we do, and we will never receive a sales commission for anything we do.
Visit with our Certified Financial Planner™ Professionals to discuss creating a financial plan for your retirement, including answering questions like:
- When can I retire?
- How much can I live on safely?
- How should my investments be allocated?
- What is a safe withdrawal strategy?
- What else can we be doing to minimize income taxes?
- How should I structure my estate plan?
Investment advice is also provided by an in-house Chartered Financial Analyst (CFA) charterholder and available to clients.
Life planning is available with an in-house Registered Life Planner (RLP) professional, and income tax planning services are provided by an IRS Enrolled Agent (EA) professional.
© 2010-2020 Callahan Financial Planning Company an SEC-registered investment advisor and NAPFA fee-only financial advisor. A registered investment advisor has a fiduciary relationship with its clients to ensure advice and recommendations place a client's interests first. Client assets are held at an independent brokerage selected by the client and investment advisor.