Questions? Call Us (973) 325-7500

Callahan Financial Services is a boutique financial firm specializing in Healthcare Financial Planning for Seniors. Our founder started the company with a vision to help in an area that had the most significant need yet was mostly underserved by Financial Advisors.

Our primary focus is to help eliminate the confusion surrounding Retirement Healthcare by simplifying Medicare, Medicaid, and Long-Term Care Crisis Planning. Our solutions can be as simple as helping someone select the right Medicare supplement plan to assisting clients with asset protection strategies utilizing Funeral & Estate Trust, Long-term care insurance, Medicaid Consulting and Medicaid application completion.

We exist to help:

You find answers
Provide guidance
Make recommendations
Be your advocate
Help protect assets for future generations
Be your authorized rep taking on the system so you won’t have to


We sell peace of mind.