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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

Can You Have a Roth and Traditional IRA? Should You?

Can You Have a Roth and Traditional IRA? Should You?

Contributing to a traditional IRA lets you grow your retirement savings throughout your career. So does contributing to a Roth IRA. Both kinds of accounts have tax benefits and drawbacks; both kinds of accounts […]

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What You Need to Know About Stock Options and Taxes

What You Need to Know About Stock Options and Taxes

Stock options can be a highly profitable part of your portfolio. As long as you stay with your employer and the company performs well, you may be able to secure a significant profit within […]

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Simplified Home Deduction, and Other Tax Considerations for Self-employed Individuals

Simplified Home Deduction, and Other Tax Considerations for Self-employed Individuals

Considering how many of us worked from home last year, the home office deduction is presumably going to help a lot of taxpayers save a little money this year. It’s one of several tax […]

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