Our Mission
At Falcon Wealth, our mission is to provide our clients with the best path to wealth accumulation, retention, and tax reduction by creating and implementing strategies tailored to their unique goals.
We are driven to provide our clients professional advice that enhances their quality of life and leads to simple solutions.
We offer customized advice on each client’s wealth planning issues. Our priority is to provide clients with clarity and education and to make planning simple and tangible so that they can achieve their financial goals.
Here at Falcon Wealth Planning, we pride ourselves on being our clients' financial advocates. We strive to organize and simplify life to maximize the family’s enjoyment of their wealth now, tomorrow, and in future generations.
About Us
With nearly 100 years of combined financial experience, we have seen the lack of transparency in the industry and decided that change is needed. Falcon Wealth has been created to educate and protect consumers from taking on too much risk, paying high fees, and investing in products that are not tax-beneficial.
We have a pure, unbiased approach to investing and as Accredited Investment Fiduciaries, we hold your interests before anyone else's. Falcon Wealth Planning does not offer any products or receive commissions of any kind.
Falcon Wealth Planning, Inc. has a heavy focus on TAX PLANNING. We work exclusively with CPAs to make sure you control your tax situation in retirement.
Why Falcon?
Fee-Only Advisor
Most broker-dealers charge commissions and don’t focus on the importance of financial planning. Their priority is managing money. As a Fee-Only Advisor, we fully disclose all fees and work as a Fiduciary to make sure the plan we put together is in your best interest.
Certified Financial Planners®
At Falcon Wealth Planning, our Financial Planners are CFP®s which is the highest certification achievable for our planners. Our clients know they are getting the best advice with their interests put first. The majority of firms focus on investments that happen to do financial planning. Falcon Wealth does financial planning that happens to do investment management.
Fiduciary Standards
Unfortunately, the conflict of interest in our industry is real. Most brokers are commission-based and focus on investment for the sole reason of being paid. Here at Falcon Wealth Planning, we focus on our clients and make sure they enhance their current situation. We review tax returns and understand our clients so we know exactly what to recommend. We are proud to say we are legally obligated to do what’s in our client's best interest here.
Certified Financial Planner®