Callaway Financial Services

Expert Financial Strategies at Callaway Financial Services

Financial services in Arlington, TX (show on map)

5.0

★★★★★

5 reviews

We’re dedicated to crafting a financial future that’s as unique as you are. Specializing in comprehensive financial planning, retirement planning, and diverse investment solutions, our expertise is tailored to your individual needs. Choose us for personalized strategies for wealth management.

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About

Callaway Financial Services is committed to providing expert financial strategies tailored to individual needs. Specializing in comprehensive financial planning, retirement planning, and diverse investment solutions, we offer personalized wealth management strategies.

Our services include investments, retirement planning, financial planning, insurance solutions, and annuity options, combining detailed client-focused service with advanced technology for precise wealth management.

Personalized financial planning

Comprehensive investment management

Tailored retirement solutions

Wide range of insurance and annuity options

Services

Investment Services

Explore a variety of options such as stocks, bonds, mutual funds, ETFs, CDs, and Treasuries, each chosen to align with your financial goals.

Stocks Bonds Mutual Funds ETFs CDs Treasuries

Retirement Solutions

Specialize in crafting retirement strategies that secure your future, focusing on optimizing retirement accounts and ensuring a stable financial transition into your later years.

IRA Roth IRA 401(k) Pension Planning Tax-Qualified Retirement Plans

Financial Planning

Our expert team provides comprehensive strategies to manage and grow your wealth, addressing everything from building savings to sophisticated investment planning.

Tax Planning College Savings 529 Plans

Insurance Solutions

Protect your family's financial future with our life and disability insurance options, offering security and peace of mind.

Life Insurance Disability Insurance

Annuity Options

Explore our range of annuities, including fixed equity and variable options, to establish a reliable income stream for your retirement.

Fixed Annuities Variable Annuities Fixed Equity Index Annuities Index Annuities

Credentials & Certifications

FINRA Broker Check

Licensed Investment Advisor

Reviews

Rating

★★★★★

Reviews

"He helped me understand the best alternatives available."

Frequently Asked Questions

What is an annuity? +

An annuity is a contract guaranteed by an insurance company that promises to make a series of payments for a fixed period or over someone’s lifetime, with premiums paid either in a lump sum, flexible, or periodic payment schedule.

Why would I want to buy an annuity? +

Annuities offer retirees a steady, guaranteed income stream similar to a pension or Social Security payment, provide tax-deferred accumulation for fixed annuities and tax-sheltered growth for variable annuities, and protect against market downturns with certain types.

What happens to my money if an insurance company goes bankrupt? +

Insurance companies reinsure each other and the state where the company is domiciled steps in to transfer contracts to another insurer, covering approximately $300,000 of cash value per state in the event of bankruptcy.

What is the difference between a fixed annuity and a variable annuity? +

A fixed annuity pays a fixed interest rate based on the underlying bond portfolio, while a variable annuity has sub-accounts that invest directly in the stock and bond markets, offering more risk and potential for higher returns.

What is a surrender charge? +

Surrender charges cover expenses incurred by the insurance company when establishing the contract and prevent premature disturbance of the underlying bond portfolio, ensuring the contract holder commits to a long-term investment.