Corporate Executives
Harmonizing your personal finances with your hectic corporate lifestyles.
Your hard-earned success has brought complexity.
Your ability to take risks, persevere through long hours, and maintain discipline have helped you reach large heights in your career. While we know it’s been rewarding for you, we also recognize how complex your personal finances can become.
This can lead to questions such as - “Am I saving enough for retirement? What will my retirement even look like? Should I start setting up a plan for my children’s wealth now or later?”
Why Successful C-Level Executives Use Falcon Wealth Planning
At FWP, our main objective is to provide an all-in-one, Fee-Only firm that handles all aspects of your wealth including retirement plans, investment portfolios, stock holdings, compensation packages, etc.
When you turn to Falcon Wealth Planning, we help provide a clear perspective of your wealth and game plan for the best way to move forward to bring you the most profit.
Simplify Your Wealth With Us
Cash Flow Management and Planning
CFPs are given the tools to help clients feel confident in their spending requirements while projecting capital needs based on your financial needs
Tax & Estate Planning Strategies
Maximize tax efficiency for if and when liquidating company stock is necessary for yourself or for the generation to come
