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Sachetta Callahan: For Life’s Road Ahead.

Your financial goals aren’t just about numbers in an account. They represent real life.

We treat business owners with respect, understanding, and a big picture approach.

WE BELIEVE IN A HOLISTIC APPROACH, ADVISING OUR CLIENTS ON ALL ELEMENTS OF THEIR FINANCIAL WELL-BEING.

Financial Planning

Accounting & Tax

Investing

Insurance Planning

Business Consulting

Estate Planning

OUR LEADERSHIP TEAM ARE CPAS WHO HELP OUR CLIENTS MAKE SMART, FULLY-INFORMED DECISIONS REGARDING THEIR FINANCIAL FUTURE

FROM OUR BLOG

Meet Dale Mitchell

Dale is an Administrative Assistant with Sachetta Callahan since 2012. How did you come to work at SC? I was working as a licenced Realtor in 2007, so as the economy and real estate […]

Estate Planning Can Help Build Generational Wealth

You’ve probably heard the phrase, “You can’t take it with you.” And to some extent, that is true. Cash and real estate won’t be much use to you after you’ve passed. However, if you […]

Meet Diane Fabbo

Diane has been an Administrator with the firm since 1999 and is now the Office Manager. How did you come to work at SC? I have had a couple of little jobs but I […]