Financial Planning in Portland, Oregon
Personalized Financial Planning in Portland, OR
Financial planning can be overwhelming. Between evaluating your options and building a strategy tailored to your needs, it’s easy to feel lost in the process.
Unfortunately, many financial planners in Portland create generic portfolios based on their preferences without considering your unique financial situation.
At Falcon Wealth, we do things differently. We simplify financial planning in Portland by tailoring a plan that fits your specific needs. From reducing tax liabilities now to planning for retirement, we help you feel confident about the financial decisions you make for yourself and your family. Unlike traditional firms, we don’t rely on cookie-cutter solutions or charge extra for personalized attention.
Our financial planning services in San Diego include:
- Business or self-employment planning
- College planning
- Real estate planning
- Insurance planning
- Tax planning
- Pension analysis
- Cash flow management
As a fee-only financial advisor, we’re committed to your best interests. That means no commissions, no unnecessary fees, and no products that fail to align with your financial goals. Our mission is to educate and protect our clients while helping them make informed decisions.
Ready to see how we’re different? Connect with one of our financial planners near you at our Portland office:
1050 SW 6th Ave. Suite 1100
Portland, OR 97204
Let us show you how financial planning in Portland can be made simple and effective for your future.
