Callan Wealth Management

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Website
3430 50 Ave
Red Deer, AB T4N 3Y4
+1 (403) 348-8384
https://www.callanwealth.com

Callan Wealth Management, located in Red Deer, AB, specializes in helping Canadian families achieve their retirement goals through honest, simple, and disciplined financial advice. Their tailored approach, known as the Callan Wealth Playbook, focuses on building and managing sustainable retirement income for various client types, including wealth builders, pension plan competitors, business owners, and DIY investors.

The firm emphasizes a collaborative process that begins with an initial fit meeting to ensure a strong long-term relationship, followed by comprehensive planning that includes investment management, tax planning, and estate planning. With a commitment to alleviating financial anxiety, Callan Wealth Management aims to make retirement planning enjoyable and fulfilling for their clients.

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