About Callan
Jim Callan – Your Trusted 401(k) Transfer Partner
At Callan & Associates, we specialize in guiding individuals through 401(k) transfer solutions to help them make informed decisions. Led by Jim Callan, an experienced 401(k) transfer specialist, our firm focuses on retirement account transitions and strategies to help clients transfer past 401(k) plans to personal IRA’s.
Jim’s journey began with a simple yet life-changing question: “Are you putting money away for the future?” This pivotal moment inspired him to help others take control of their finances. With decades of experience and a personal, approachable style, Jim works with clients at every stage of life—from new professionals to retirees. Whether you’re looking to transfer a 401(k) after a career change, roll it into an IRA, or protect your savings from potential losses, Jim is here to make the process seamless and stress-free. Through a long-standing relationship with the trusted investment advisors at Empowered to Retire, Jim collaborates to provide tailored, diversified strategies for safeguarding your retirement savings.
Are You Ready?
If you’re seeking guidance on 401(k) rollovers, retirement options, or protecting your savings, contact Jim Callan today. Together, we’ll find the best solutions to help you achieve your goals with confidence.
Take the First Step Toward Financial Clarity
Ready to simplify your 401(k) transfer? Reach out today for expert, personalized guidance. Complete the form below, and let’s start your journey with clarity, confidence, and trust.
Your financial future is priority—let’s make it happen together.
