Products & Services
Retirement Planning
Retirement is meant to be an exciting time in life. With the help of one of our certified advisors, you can set a realistic retirement savings goal and a foolproof plan for achieving it.
Investment
You'll get personalized advice from an experienced team who understands how important it is for their clients to feel like they're in control of their money - not vice versa.
Tax Planning
Our goal is simple – help you achieve financial freedom without having to worry about how much you pay in taxes or whether your plan will hold up under an audit by the IRS.
Financial Planning
We simplify financial planning by creating an individualized plan based on your unique situation so that you can reduce tax liabilities now and throughout retirement with confidence.
Estate Planning
There is no one-size fits all approach. We help our clients create plans that work according to their values, goals, and needs so they can sleep well knowing their family's future is secure.
How Does Falcon Wealth Differ From the Competition?
Because we’re a fee only advisory and don’t charge commissions, you can also rest assured that our priority will always be to educate and protect our clients from taking on too much risk, paying too many fees, and investing in products that don’t work in their best financial interest.
FALCON WEALTH:
SOME FINANCIAL ADVISORS:
Uses lower asset-based fees
Offers personalized advice and strategies
Respects all levels of risk tolerance
Charge unnecessary fees and commissions
Offer only cookie-cutter portfolios and advice
Don’t know your risk tolerance
What Is Our Investment Approach?
MANY FINANCIAL ADVISORS ARE TOO EXPENSIVE AND DON’T HAVE THE TIME TO GET TO KNOW YOU. WE’RE DIFFERENT.
Our team of investment experts will help you create a customized investment strategy that will let you live the life you want with as little risk as possible. We charge lower asset-based fees so you avoid paying unnecessary fees and commissions. You'll get personalized advice from an experienced team who understands how important it is for their clients to feel like they're in control of their money - not vice versa.
WE OFFER BOTH DISCRETIONARY AND NON-DISCRETIONARY SERVICES TAILORED SPECIFICALLY TO YOUR NEEDS.
Our portfolio management services include investment strategy, personal investment policy, asset allocation, asset selection, tax loss harvesting, risk assessment and regular portfolio monitoring.
How To Get Started?
If you are fed up with Googling, and want unbiased Advice, you have come to the right place.