How we started
The world of investment and savings has changed. During the 1980s and 1990s, the conventional wisdom was to invest for the long term. Always buy and hold, and you’ll be fine. During the biggest bull market of our times, that strategy worked, and it worked quite well. But since 2000, we have had to live with a volatile bear market, an environment in which “buy and hold” just doesn’t work anymore. We have learned that “buy and hold” served the mutual fund industry and large wire houses – but not the most important party, you, the investor.
Since 2003, we have avidly and successfully touted active portfolio management, as an alternative to the “buy and hold” method of investment. At Callaway, we believe there is a time and place for every strategy, and for every type of investor. We’re confident we can put the right strategy in place for you.
INVESTMENT ADVISOR REPRESENTATIVE
Corey’s career in financial services began at age 18 when he went to work with his father in their insurance agency and pension administration company. While attending University of North Texas and later the University of Texas at Arlington, he continued receiving extensive training in retirement plan consulting and administration.
By age 21, he was a securities broker, and at age 24 was the top producing first-year agent for a national financial services company. All the while he still worked in the family pension administration company. Three years after leaving the pension administration company in 2000 Corey established Callaway Financial Services, Inc., a securities broker/dealer. During the same year, he began his investment advisory firm, Callaway Financial Services, a sole proprietorship. In 2014 he incorporated his investment advisory firm which is now called CFS Advisors, LLC. His commitment to clients is lived out daily as he puts his experience in motion to help them achieve their retirement dreams. In 2016 Corey sold majority ownership of Callaway Financial Services , Inc. and became a minority owner of the firm. May 2020 Corey ceded his remaining shares of Callaway Financial Services, Inc. and is no longer a Securities Broker. Corey is now an Investment Advisor Representative only. Corey is now on his 39th year in the industry.
Corey provides active and passive portfolio management, works with employers retirement plans by consulting providing investment advisory services and now employee financial wellness and education.
Active in the community, Corey is one of the founders and contributing writer of Arlington Today Magazine, a printed and online publication focused on local news and information. He is past president of the Greater Arlington Lions Club; a 32nd degree Scottish Rite Mason, a member of the Moslah Shrine; member of the Arlington Business Professionals, member of Professionals Serving Seniors and an Ambassador and board member for the Arlington Chamber of Commerce. More recently Corey has joined the Highlands Rotary and HDNP International a local charity that helps feed the homeless.
An avid outdoorsman, Corey takes time to enjoy hunting, fishing and camping. He has served two Boy Scout Troops as Assistant Scoutmaster and currently Scoutmaster. In 2015, he celebrated his son’s obtaining the rank of Eagle Scout. And is doing the same by working hard for his two nephews to obtain Eagle Rank of which the oldest has obtained the rank of Eagle in 2020. He was also involved in his daughter’s Girl Scout Troop. He lives in Arlington, Texas, with his wife Kim and two children.
Our philosophy is still simple: Giving small shop service combined with today’s technology and tools. We provide a high-tech navigational system for your wealth. And we accommodate our society’s sea of change, by making ourselves available when you need us.
Financial Planning Pretty scary isn’t it?
A sea of choices, rough market waters, feeling alone and adrift on a vast ocean of risks, a constant sea of change. All you want is to reach your financial goal (and to be able to sleep at night). So how do you reach the financial harbor of your dreams – whether that is a small business, your kid’s education or retiring in Costa Rica – without feeling like you’re sinking?
How about a little help? In fact, how about of lot of it? At Callaway Financial Services, we combine old-fashioned service with cutting-edge analytics. Our goal is to help you sail smoothly to your planned financial destination.
With 39 years in the business, we at Callaway Financial have decades of experience navigating people like you to their desired financial position. We not only take the time to talk to you; we take the time to listen to you as well.
But, there in again comes the change. Times have changed dramatically since we began in business. Many of you do not want to talk to an advisor one on one. Therefore we have altered our business to accommodate you. We have the tools for you to set your own path. And we will be here to guide you in the event you need a life preserver or a tug boat to pull and steer you in the right direction.
Ask us anything
We’d love to sit down with you and hear your dreams. We have provided for you the tools to build a sound financial “ship” together or on your own. Your ship will be as unique as your vision of prosperity. You may begin your journey on your own or you can contact us today and begin the journey to your dreamed-of destination.