Callahan Financial Planning | Marin County Financial Advisors

Services Offered

• Investment management
• Portfolio management
• Tax planning
• Tax preparation
• Retirement planning
• Estate planning

About

Callahan Financial Planning is an independent financial advisory firm located in Mill Valley, California, serving clients throughout Marin County and the Bay Area. The firm specializes in providing objective personal financial planning services for a fee, rather than on a commission basis. Their advisory topics include investment and portfolio management, tax planning and preparation, retirement preparation, and estate planning. Callahan Financial Planning aims to assist individuals and families in achieving their financial goals through personalized strategies and comprehensive planning.

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