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