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Services

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.

Financial Planning
Financial Planning

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
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 […]

Investing
Investing

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 […]

Insurance Planning
Insurance Planning

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 […]

Business Consulting
Business Consulting

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 […]

Estate Planning
Estate Planning

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 […]

Launch
Launch

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

The Biggest Mistakes Parents Make When Setting Up a Trust

The Biggest Mistakes Parents Make When Setting Up a Trust

For parents, nothing is more important than knowing your kids are safe—whether they’re 4 years old or 40. You can’t protect them from everything, but establishing a trust does allow you to move a […]

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How the SECURE Act 2.0 May Change Employer Retirement Plans

How the SECURE Act 2.0 May Change Employer Retirement Plans

There’s been an overwhelming amount of news to keep up with over the last few years. So if you haven’t been tracking the progress of legislation affecting employer retirement plans (or listening to our […]

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Retirement Planning vs. Financial Planning: How They are Different, How They Work Together

Retirement Planning vs. Financial Planning: How They are Different, How They Work Together

There’s some understandable confusion about the difference between retirement planning and financial planning. Sometimes people might use these phrases interchangeably, not realizing that they have distinct meanings. After all, doesn’t a financial planner help […]

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