We provide a special form of conflict-free financial advice called fee-only financial planning.
Clients working with a traditional financial advisor, agent, or broker must pay a commission associated with a financial product. We believe this structure holds an inherent conflict of interest, and our founder and president, William A. Callahan, sought to create a better way. Our services are designed to provide financial planning and investment advice without fear of a sales pitch, sales commission, or other hidden fees.
Our planning team seeks to help those we work with on a deeper level, analyzing the financial decision-making process and making regular recommendations for improvement. Today, our process is driven by a group of professionals located in Omaha that use a combination of data from empirical research and our direct practice with clients.