Retaining our services includes all of your planning and implementations ongoing. We use nationally recognized custodians so your money is always safe. Falcon Wealth Planning, Inc. will continue to have ongoing planning while managing your assets for a retainer. We use an academic philosophy to investing but will cater to any investor wishes and will customize each clients to their specific investment strategies.
We offer a second review of your current situation and identify the good, bad, and the ugly of your current situation. As a non-commission advisor it is important to identify who you can trust and who wants to only manage your money. Our financial assessments will cover your cash flow situation, taxes, investments, and highlight on areas of opportunity in insurance and estate planning.