Falcon Wealth Planning

Planning Made Simple.

Contact Us

Falcon Wealth Planning

Planning Made Simple.

Locations

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

About Us

Falcon Wealth Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. Falcon Wealth is a NAPFA-Registered Financial Firm and are CERTIFIED FINANCIAL PLANNER™ Professionals who help clients across the country.

What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Parents
  • Young Families

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