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Are you looking for a wealth management firm that can also handle your tax planning needs? While most advisory firms will direct you to speak with your own accountant or tax advisor, Falcon Wealth Planning specializes in tax planning as an integral component of the wealth management services they offer clients.
The services offered by Falcon Wealth Planning are especially popular among business owners who value the comprehensive tax planning benefits that simplify their relatively complex financial lives. Beyond financial planning for business owners currently operating their business, Falcon Wealth Planning also offers expert exit planning guidance to help navigate the transition process upon the sale or disposition of a company.
With several offices in California and serving clients nationwide, Falcon Wealth Planning may be a good fit for you if you’re interested in growing your wealth while reducing your tax liabilities, whether as a business owner, individual, or couple nearing retirement.
As a fee-only wealth management firm where every financial advisor has earned their Certified Financial Planner credentials, Falcon Wealth Planning acts as a fiduciary to always put the best interests of their clients ahead of their own. Whether it’s helping you with retirement planning, investment management, taxes, or handling estate matters, you can always expect your Falcon Wealth Planning financial advisor to offer you the best guidance for your individual circumstances.
Getting Started with Falcon Wealth Planning
If you’re thinking about becoming a client of Falcon Wealth Planning, first schedule time to speak with them to ensure you’re a good fit to work together.
Falcon Wealth Planning offers a free introductory call and assessment with a Certified Financial Planner. During the call, they will ask questions and listen to learn more about you, your current situation, and your financial goals. Then, during a follow-up meeting, they will present their assessment and suggestions to help you achieve your goals in areas including your investments, taxes, and estate. Simply visit their calendar to schedule a call at a time convenient for your schedule.
📈 Get to Know Falcon Wealth Planning
This page is organized into sections to help you quickly find the information you need and get answers to your questions:
- Q&A with Gabriel Shahin, Founder of Falcon Wealth Planning
- Quick Facts About Falcon Wealth Planning
- Get Answers to Your Questions About Falcon Wealth Planning
– Q&A With Gabriel Shahin, Founder of Falcon Wealth Planning –
Three Questions with Gabriel Shahin, CFP, MBA, AIF
We asked Gabriel Shahin, Principal and Founder of Falcon Wealth Planning, to answer a few questions to help us learn more about what sets his firm apart from other wealth managers.
Q: When describing what makes Falcon Wealth unique compared to other wealth management firms, what are a couple of the highlights you’re most proud to share with people evaluating your advisors?
Gabriel: We are comprehensive in the sense that we care more about increasing our client’s net worth versus just their investment portfolio.
We care about after-tax returns and increasing tax benefits for our clients through true comprehensive planning. There are times we create taxable events because it’s tax-free to do so. That is why we ask to look at our clients’ taxes because depending on their tax bracket we purposely sell something for them again and pay no taxes. In addition, we do conversions depending on the situation or strategy.
Get to Know Falcon Wealth Planning:
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Q: Falcon Wealth specializes in offering comprehensive tax-planning services to its clients. Can you elaborate on the types of services you offer? Do you replace or complement your client’s tax accountant?
Gabriel: Similar to above, but specializing in business owners is big for us. We can restructure the entity or how they pay themselves to save money. These strategies can help save tens of thousands, if not hundreds of thousands of dollars. We normally complement the accountant but can also replace them if requested.
Q: You offer a free assessment for people who are considering hiring you. How do you recommend people prepare for this meeting to make the most of the discussion? Can you also describe what people can expect to receive as part of the assessment?
Gabriel: Yes, we offer 1 – 2 hours or 1-2 meetings of our time at no cost. We recommend bringing investment statements, tax returns, or any other important info they want to discuss. During the assessment, they get full recommendations without us reserving anything to back them into hiring us.
📗 Quick Facts About Falcon Wealth Planning
| Year Founded: | 2015 |
| Website: | www.falconwealthplanning.com |
| Wealthtender Profile Page: | Falcon Wealth Planning |
| Founder: | Gabriel Shahin, CFP, MBA, AIF |
| HQ Location: | Ontario, California |
🙋♀️ Have Questions About Falcon Wealth Planning?
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About the Author
Brian Thorp
Founder and CEO, Wealthtender
Brian and his wife live in Texas, enjoying the diversity of Houston and the vibrancy of Austin.
With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.
To make Wealthtender free for readers, we earn money from advertisers, including financial professionals and firms that pay to be featured. This creates a conflict of interest when we favor their promotion over others. Read our editorial policy and terms of service to learn more. Wealthtender is not a client of these financial services providers.
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