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.
We believe it is critical to align our clients’ financial goals (educational, retirement, legacy, etc) to our clients’ financial plans.
Our company’s core business standards – Trust, Integrity, Communication and Commitment - are the foundation of our practice.
Taxes can be a significant, unpredictable and confusing element. We incorporate Tax Planning into all of our clients’ Financial Plans.