Products & Services
At Callan and Lindahl Wealth Management, we provide assistance in the following areas:
Financial and Tax Planning
- Retirement Planning
- Tax Planning
- Traditional IRAs
- Roth IRAs and Roth Conversions
- Brokerage Accounts
- SEP IRAs
- Simple IRAs
- 401k Plans
- 403b Plans
- Educational Planning
- Legacy Planning
- Money Purchase Plans
- Profit Sharing Plans
Investments
- Mutual Funds
- Exchanges Traded Funds (ETFs)
- Common Stock Bonds
- Treasury Bills, Notes and Bonds
- Variable Annuities
- Real Estate Investment Trusts (REITs)
- Trust Services*
- Money Market Funds
- Certificates of Deposit
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Insurance
- Permanent and Term Life Insurance
- Fixed Annuities
- Long Term Care
- Disability Income Insurance