Broker Check
Estate Management 101 The Power of Compound Interest A Bucket Plan to Go with Your Bucket List How to Bake a Pie-R-A

Welcome to Callan and Lindahl Wealth Management

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 our clients’ wealth.

We believe in a broad based approach that encompasses retirement, tax, educational and estate planning as well as risk mitigation. Our process focuses on building long term client relationships by emphasizing client service and providing straight forward, objective financial advice.

We have partnered with LPL Financial, the largest independent broker/dealer in the country as reported by Financial Planning magazine, June 1996-2016, based on total revenue. Independence at LPL Financial offers our clients freedom of product choice, quality service, regulatory expertise and superior technological capabilities.

We encourage you to explore our website and learn more about the services provided by Callan and Lindahl Wealth Management. Should you have any questions or want more information on us or our firm please email or call us at 408-890-2440.

Goal Based Financial Planning

We believe it is critical to align our clients’ financial goals (educational, retirement, legacy, etc) to our clients’ financial plans.

Learn more

Core Principles

Our company’s core business standards – Trust, Integrity, Communication and Commitment - are the foundation of our practice.

Learn more

Tax Planning

Taxes can be a significant, unpredictable and confusing element. We incorporate Tax Planning into all of our clients’ Financial Plans.

Learn more

Helpful Content

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.