Financial Planning Services in Gilbert, AZ
Serving Gilbert
Falcon Wealth Planning’s Gilbert office offers fee-only financial planning with unbiased retirement, taxes, and investments guidance to help you build lasting wealth.
Comprehensive Financial Planning in Gilbert, AZ
At Falcon Wealth Planning, we understand that financial planning can be overwhelming. Navigating your financial future requires time, dedication, and expertise—especially when identifying the best options available. That’s why our team, with offices located at 1166 E Warner Rd, Suite 101 W, Gilbert, AZ 85296, focuses on simplifying the process by providing customized financial plans tailored to your unique circumstances.
Your Personal Financial Strategy
Unlike many advisors who apply a one-size-fits-all approach, we at Falcon Wealth Planning create individualized plans that align with your goals. We take the time to understand your financial situation, ensuring that your plan is optimized for tax efficiency both now and into your retirement years. With our guidance, you can confidently make decisions that benefit you and your family.
Our Financial Planning Services Include:
Business and Self-Employment Planning: Strategies designed to optimize your business finances.
College Planning: Helping you save effectively for your children’s education.
Real Estate Planning: Guidance on managing property investments within your financial plan.
Insurance Planning: Protecting your wealth with the right insurance strategies.
Tax Planning: Minimizing tax liabilities with well-structured financial strategies.
Pension Analysis: Maximizing your retirement benefits through careful analysis.
Cash Flow Management: Ensuring your income and expenses are balanced for long-term stability.
Financial Planning with Trusted Advisors
As a fee-only financial advisory firm in Gilbert, AZ, Falcon Wealth Planning is committed to transparency and objectivity. We do not earn commissions, so our advice is always focused on your best interests. Our goal is to educate you, protect you from unnecessary risks, and avoid costly financial products that do not align with your objectives.
Why Choose Falcon Wealth Planning?
Fee-Only Financial Planning: No commissions, no hidden fees—just honest advice.
Personalized Attention: Customized plans tailored to your specific needs and goals.
Experience You Can Trust: Our team is dedicated to helping you achieve financial security.
Fee-Only Financial Planning in Gilbert, AZ
At Falcon Wealth Planning, we believe in empowering our clients with unbiased, personalized financial advice. With an office located at 1166 E Warner Rd, Suite 101 W, Gilbert, AZ 85296, our fee-only structure ensures that our sole focus is on your best interests. Whether you need help with retirement planning, investment strategies, or managing your wealth, we are here to assist you every step of the way. Contact us at our office in Gilbert to discuss how we can help you achieve your financial goals.
Meet the Gilbert Leadership Team
Gabriel Shahin, CFP®
Founder & Principal
Matthew Shahin CFP®, MBA
Why Falcon?
We are a comprehensive Registered Investment Advisor (RIA), dedicated to providing personalized wealth planning guidance. Our approach is tailored to align with your financial goals, from strategy development to execution. As a fee-only firm, we operate with complete transparency, ensuring unbiased, conflict-free advice—making us a true fiduciary in every sense.
Our mission is to guide you through your financial journey. Whether you're a business owner or preparing for retirement, you don’t have to figure it out alone. If you're unsure of the next steps or want to secure your financial future, Falcon Wealth Planning is here to help. Schedule a free assessment with one of our Certified Financial Planners today!
Wealth Management Solutions to Fit Your Financial Need and Unique Lifestyles
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Financial Wealth
We simplify financial planning by creating an individualized plan based on your unique situation.
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Investment
You'll get personalized advice from an experienced team who cares about what you care about.
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Retirement
Retirement is meant to be an exciting time in life. We help you create a realistic retirement savings goal.
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Estate Planning
There is no one-size-fits-all approach. We help clients create plans according to their values, goals, and needs.
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Tax Planning
Our goal is simple – help you achieve financial freedom without having to worry about how much you pay in taxes.
Financial Planning Knowledge Center
PLANNING MADE SIMPLE™
Reach your financial goals with personalized and transparent Fiduciary Advice.
*Reviews contain testimonials by users of our services. These testimonials reflect the real-life experiences and opinions of such users. However, the experiences are personal to those particular users, and may not necessarily be representative of all users of our services. We do not claim, and you should not assume, that all users will have the same experiences. YOUR INDIVIDUAL RESULTS MAY VARY. The views and opinions contained in the testimonials belong solely to the individual user. Users are not paid or compensated for their testimonials