Whether you are selling a business, looking for a strategy for your stock options or attempting to minimize estate taxes, Callan Capital has the resources to help develop and implement a strategy for minimizing unnecessary taxes.  A Certified Financial Planner (CFP) will help you focus on the most important financial issues and model various tax scenarios.  We coordinate with your existing tax advisors and provide a single point of contact for your tax planning needs.

Services include:

• Multigenerational Wealth Transfer Planning
• Stock Option Planning
• Secure Financial File Storage- Coordinate with tax advisors
• Tax Sensitive Portfolio Management and Tracking
• Philanthropic Planning Including Family Foundations, and Charitable Trusts
• Basis Tracking
• Entity Planning