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June 15, 2020

Callahan Financial Planning expands US footprint

Callahan Financial Planning, an investment advisory firm, has set up an office in Centennial, Colorado.

Located in the Denver Tech Center, the new office will cater to clients across the Denver metropolitan area, including Aurora, Littleton, Highlands Ranch, Englewood, Lakewood, Westminster, Boulder, and Fort Collins along the Front Range.

It will also serve clients in Breckenridge, Silverthorne, Frisco, Aspen, and Vail.

A team of four Certified Financial Planner (CFP) practitioners, a Chartered Financial Analyst (CFA) charterholder, an IRS Enrolled Agent, as well as supporting staff will cater to the clients.

The expansion of the firm is in direct response to the growth of the firm delivering fee-only financial planning for individuals and families.

The firm plans to establish additional locations in the San Francisco Bay Area.

Registered with the Securities and Exchange Commission (SEC), Callahan also has offices in San Francisco, San Rafael, and Mill Valley in California, Omaha and Lincoln in Nebraska.

The firm noted: “Clients typically begin working with Callahan Financial Planning seeking retirement planning services, and we recommend their financial advisory engagement include full coordination of income tax planning and preparation to ensure the lowest tax rate possible is being paid, receiving advice on the investment portfolio to establish an appropriate level of risk for the age and situation, addressing any concentrated stock or stock options, ensuring the estate documents (e.g., last will, power of attorney, revocable and irrevocable trusts, advance healthcare directives) reflect current wishes, and addressing any other situational risks that might exist.”

US-based advisory firm Shepherd Kaplan Krochuk (SKK) also expanded its national footprint with the takeover of Peak Capital Management (PCM).

The deal value was not divulged.

Based in Denver, Colorado, PCM offers rules-based investment strategies to assess risk.

It serves HNW families, pension and profit sharing plans, charitable organisations, as well as third-party advisers.

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