Most people do not know what to do with their money. They don’t want to make risky decisions, pay high fees, or invest in products that are not tax beneficial.
The financial planning industry doesn’t make it easy. It is fraught with distrust and far too often clients are sold products and services by brokers trying to land a sale.
Falcon Wealth Planning is different. We don’t try to sell you anything or charge hidden fees.
Instead, we focus heavily on tax planning and work exclusively with Certified Public Accountants so that you can breeze through tax season and plan today, avoiding stress during your retirement.
Trust. Transparency. These values are integral to providing comprehensive services to help you achieve your goals. They are values we live by here at Falcon Wealth Planning. With more than 30 years of experience, we dedicate our services to prepare creative solutions tailored specifically to you.