There is a Better Way
Callan Capital was founded in 2007 as a Registered Investment Advisor to bring clarity, direction and discipline to the financial choices you make every day.
After 15 years of working for a large brokerage firm, brothers Tim, Trevor, and Ryan had a vision. Having launched a dedicated high net worth division at their firm, they knew there was a better way to provide financial advisory services. They felt their clients could be better served through the fiduciary model — since fiduciary advisors are legally bound to act in their clients’ best interest by providing independent, objective advice.
A ROADMAP FOR LIQUIDITY EVENTS
Our clients have typically experienced a financial event such as the sale of a business, a public offering of their company, divorce, or have accumulated assets over many years. At Callan Capital, we work to provide a financial planning roadmap to navigate these types life and business events, while aiming to provide peace of mind and direction.
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Empowering the Next Generation
Callan Capital Rising Gen Academy
In our commitment to fostering financial literacy among the next generation of the families we serve, we are excited to introduce a comprehensive two-day virtual learning experience. Our Academy offers sessions that cover a wide array of topics, including:
- Basic Financial Concepts: Understanding money, budgeting, and the importance of saving.
- Risk Management: Identifying financial risks, insurance, diversification, and strategies to mitigate risks in personal finance and investments.
- Banking and Saving: How banks work, different types of accounts, and setting savings goals.
- Smart Spending and Budgeting: Creating a budget, tracking spending, and making wise purchasing decisions.
- Basic Estate Planning: The importance of wills, trusts, beneficiary designations, and planning for the distribution of assets after death.
- Introduction to Investing: Basic principles of investing, the stock market, and the power of compound interest.
- Financial Responsibility: Understanding credit, debt, and maintaining good financial habits.
- Career Planning and Wealth Building: Exploring career paths in finance and strategies for wealth accumulation.
Charity Types: How to Choose the Right Charity Structure
How Callan Capital Helps Navigate High-Net-Worth & Ultra-High-Net-Worth Families Toward Strategies to Maximize Legacy Goals Many people are catapulted into philanthropy because of a wealth event. Often, their first question is what giving vehicle to use to deploy...
End-of-Year Financial Planning Tips for 2024
As 2024 wraps up, it's time to focus on proactive financial planning strategies. Use these end-of-year financial planning tips for 2024 to optimize your financial health and set yourself up for a prosperous 2025. Maximize allowable contributions to retirement...
2024 Q3 Market Update
In the third quarter, markets were volatile due to political uncertainty and concerns about economic growth, but Fed rate cuts and strong earnings helped the S&P 500 reach new highs. After early gains, volatility increased as investors shifted from tech stocks to...
New Rules for Inheriting an IRA: What You Need to Know
In 2024, new rules for inheriting Individual Retirement Accounts (IRAs) have been introduced, significantly impacting how beneficiaries manage and distribute these assets. These changes are primarily aimed at closing loopholes and ensuring that retirement savings are...
Asset Protection: Strategies and Considerations
Asset protection is an essential component of financial planning, aiming to safeguard one's assets from potential risks and creditors. It is a continuous process that should ideally begin before any legal issues arise. However, there are strategies that can still be...
Navigating the Family Bank: Family Venture Capital, a Modern Approach to Estate Planning
What is the Family Bank A family bank is a targeted estate planning strategy that removes assets from your taxable estate, protects them from liabilities, and preserves them across generations, with the specific intent of being an opportunity fund for heirs to...