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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.

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Core Principles

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

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Tax Planning

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

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Helpful Content

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.