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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


  • 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.


  • Permanent and Term Life Insurance
  • Fixed Annuities
  • Long Term Care
  • Disability Income Insurance