Callahan Financial Planning Opens Denver Metro Financial Advisory Office in Centennial, CO

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Jun 12, 2020, 10:30 ET

DENVER, June 12, 2020 /PRNewswire/ -- Callahan Financial Planning, a fiduciary financial planning and investment advisory company, has announced the opening of an office with financial advisors in Centennial, CO. The office is located at 6500 S Quebec St, Centennial, CO 80111 in the Denver Tech Center.

Clients will be served by a team of 4 Certified Financial Planner™ (CFP^®) practitioners, a Chartered Financial Analyst (CFA^®) charterholder, an IRS Enrolled Agent, and supporting staff.

From this Centennial office, Callahan Financial Planning anticipates serving clients throughout the Denver metropolitan area, including Aurora, Littleton, Highlands Ranch, Englewood, Lakewood, Westminster, Boulder, and Fort Collins along the Front Range, along with those in the high rocky mountain communities that include Breckenridge, Silverthorne, Frisco, Aspen, and Vail.

The firm serves hundreds of families across the U.S., managing $175 million in client assets. This office expansion was in direct response to the significant growth the firm has experienced offering a special form of fee-only financial planning for individuals and families, and Callahan Financial Planning anticipates opening additional locations in the San Francisco Bay Area following this expansion west.

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.

A prospective client seeking a financial advisor in Denver can now work with a Certified Financial Planner™ professional that is skilled in all of these topics and more through an fiduciary relationship with someone you can trust to provide fee-only advice, without sales people or commissions.

Callahan Financial Planning Company is federally registered as an investment advisory firm with the Securities and Exchange Commission (SEC) with offices in San Francisco, San Rafael, and Mill Valley in California, Omaha and Lincoln in Nebraska, and Centennial/Denver in Colorado. Financial advice from the firm is always fee-only, and in a fiduciary capacity, which ensures conflicts of interest are avoided or minimized when providing financial advice to consumers.