Your financial future spans a range of interdependent areas; financial planning, investment management, tax planning, and risk mitigation. We have structured our firm to deliver a coordinated mix of services so we can provide comprehensive recommendations that will help you make smart, fully-informed decisions regarding your financial future.
We believe that by understanding the full picture of our clients’ financial situations, we can offer holistic financial planning that supports who you are and where you want to be. Therefore, the Services listed below get blended together to form a full experience, they are not meant to be selected piecemeal.
Your financial goals aren’t just about numbers in an account. They represent real life: the loved ones you want to provide for, the places you want to see, the security you want to have. […]
Accounting & Tax
You wouldn’t trust your car to an amateur mechanic, so why would you trust your financial future to anyone less than an expert? Accounting and tax issues are notoriously thorny. The consequences of making […]
Working with financial advisors always requires a leap of faith. You’re giving someone else a lot of control over your hard-earned money – what if they invest it poorly, or have ulterior motives that […]
Going to a financial firm for guidance about insurance might seem odd. After all, you wouldn’t go to an insurance company for tax advice. We’re not an insurance firm, that’s true. But we take […]
Owning a business is always risky. Having a great idea and the skills and work ethic to make it happen isn’t a guarantee of success. While some risks are a natural part of doing […]
You’re never too old to learn something new, and you’re never too young to start estate planning. Even if you’re healthy, have few assets or think your loved ones will know what to do […]
Everyone has a vision for their future. LAUNCH is designed to help you get there. LAUNCH isn’t like any of Sachetta Callahan’s other services. It’s tailored to young professionals – people who are building […]
FROM OUR BLOG
What are Stock Options, and How Do They Work?
The first time you’re offered stock options, you may have no idea what to do with them—or even how stock options work. Companies often offer stock options as part of an employee’s compensation package. […]
Bonds vs. Bond Funds: How They Differ and Which One’s Right For You
Bonds and bond funds may sound like slightly different versions of the same thing, but these investment options function very differently. To start, a bond is something you can buy on your own, while […]
Matching Your Life Insurance to Your Phase of Life
As your life evolves, so do your life insurance needs. There’s no one “right” kind of life insurance to buy at a certain age; we can’t tell you what kind of death benefit you […]