Richard Callahan CPA, CFP©, CLU
I have been in the tax, accounting and financial planning business for over twenty five years. I started my own Accounting practice in 1988. I added financial planning to my practice in 1996 as my clients had been requesting those services for some time.
The enormous amount of information available to today’s investor means the big picture can be a bit overwhelming. We can help you sort through the clutter, bring your investment goals into focus and design a portfolio to help work towards them.
Our financial advice is based upon helping you create an investment portfolio to help work toward your goals, whether it’s saving for retirement, a college education or buying a home. We stay focused on the one thing that matters most – finding well-managed investments, one at a time, through intensive financial analysis and hands-on research.
I ask that you contact our office with any questions about your financial future or concerns about your existing accounts, and I thank you for your trust.
I am married and the father of two girls and a boy. I was born and raised in Cheltenham, Pennsylvania and earned my degree from Temple University. I have lived in Richboro, PA since 1992.
My services include:
- Mutual Funds & Tax-Deferred Annuities
- Investment Management
- Tax Planning
- Insurance Planning-provide for your family’s future needs
- College Planning-give your kids a good head start