TS Prosperity Group acquires national financial planning firm
April 2, 2021
As of March 31, 2021, TS Prosperity Group® has acquired Callahan Financial Planning, an independent fiduciary financial advisor, providing retirement planning and investment management services with nine full time employees located in three states. This partnership will double the size of the combined businesses to an estimated $450 million in assets under management, and help the firms provide trustee services, enhanced tax planning, and improved technology to clients.