Estate Planning Services in Ontario, CA

At Falcon Wealth Planning, we understand that your financial legacy is a testament to your life's work. You've invested time and effort into building your wealth, and it’s essential to protect it for future generations. Estate planning, however, can be a complex and overwhelming process, with numerous details requiring careful attention.

Conveniently located at 3400 Inland Empire, Suite 100, Ontario, CA 91764, our experienced team is dedicated to offering tailored estate planning services in Ontario, CA. With decades of experience, we’ve successfully guided numerous families through the intricacies of trust and estate planning, always prioritizing tax efficiency and asset protection.

When it comes to trust and estate planning in Ontario, CA, every client’s situation is unique. That’s why we create personalized plans that align with your specific values and goals, providing peace of mind knowing that your family’s future is secure.

As a fee-only estate planning advisor in Ontario, CA, Falcon Wealth Planning delivers independent, transparent advice. Our fee-only model ensures that our recommendations are always in your best interest, free from the conflicts of commission-based incentives.