Callan & Lindahl Wealth Management

Our Commitment

Callan and Lindahl Wealth Management is an independent, comprehensive financial services and tax planning firm committed to helping our clients pursue their goals through objective, customized strategies to help build, protect, distribute, and transfer their wealth. We believe in a broad-based approach that encompasses retirement, tax, educational, and estate planning as well as risk mitigation.

Our Team

We are a team of experienced professionals with diverse backgrounds in finance, tax planning, and wealth management. Our primary objective is to build long-term client relationships by emphasizing client service and providing straight-forward, objective financial advice.

Our Philosophy

We take a personalized approach to financial planning, aligning our clients' financial goals (educational, retirement, legacy, etc) with their financial plans. We consider each client's unique circumstances, risk tolerance, and goals to create a comprehensive and customized plan. We utilize sophisticated technology and resources to provide accurate and timely guidance.

Our Services

We offer a wide range of services to address your financial needs, including:

Wealth Management

• Comprehensive financial planning
• Investment management
• Retirement planning
• Estate planning
• Risk management

Tax Planning

• Tax preparation and filing
• Tax optimization strategies
• Retirement plan analysis and correction
• Capital gains planning

Educational Planning

• College funding strategies
• Financial education workshops

Additional Services

• Business planning and consulting
• Insurance review and recommendations
• Succession planning

Our Independence

Our independence from large institutions allows us to:

• Offer a wider range of investment and planning options
• Provide unbiased recommendations
• Leverage our clients' individual goals and objectives
• Maintain control over their financial information and assets

Choosing Callan and Lindahl Wealth Management

By partnering with Callan and Lindahl Wealth Management, you gain access to:

• Experienced and dedicated professionals
• Personalized and objective guidance
• Comprehensive financial planning solutions
• Comprehensive resources and technology
• An independent approach to wealth management