Most “financial plans” end with a sales pitch.
Ours starts with the truth.
Our structure works because it puts you first, revealing opportunities most people don’t even know they’re missing.
A detailed review of your existing portfolio, tax situation, and financial goals.
Pinpoint specific areas where strategic changes can deliver quantifiable savings, tax improvements, or behavioral advantage.
Run the numbers with you, showcasing the projected impact of our advisory process on your net wealth.
Outline a clear, actionable plan designed to align your finances with your most important aspirations.
Outline a clear,
actionable plan
designed to align your
finances with your
most important
aspirations.
This is the moment your Falcon plan becomes real. We show you how to structure retirement income, optimize taxes year-by-year, align your investments with your goals, and avoid the expensive mistakes most retirees fall into. From here, we execute and continuously refine your plan as markets, laws, and life change.
Most “financial plans” end with a sales pitch.
Ours starts with the truth.
Our structure works because it puts you first, revealing opportunities most people don’t even know they’re missing.
A detailed review of
your existing portfolio,
tax situation, and
financial goals.
Pinpoint specific areas
where strategic
changes can deliver
quantifiable savings,
tax improvements, or
behavioral advantage.
Run the numbers with
you, showcasing the
projected impact of
our advisory process
on your net wealth.
If you choose to work with us, we begin onboarding. That means gathering documents, establishing accounts, organizing your entire financial picture, and setting the foundation for your full plan. This is where clarity begins and complexity starts to disappear.
This is the moment your Falcon plan becomes real. We show you how to structure retirement income, optimize taxes year-by-year, align your investments with your goals, and avoid the expensive mistakes most retirees fall into. From here, we execute and continuously refine your plan as markets, laws, and life change.
Outline a clear,
actionable plan
designed to align your
finances with your
most important
aspirations.
This is the moment your Falcon plan becomes real. We show you how to structure retirement income, optimize taxes year-by-year, align your investments with your goals, and avoid the expensive mistakes most retirees fall into. From here, we execute and continuously refine your plan as markets, laws, and life change.
You’ve got questions. We’ll give you straight answers—and a plan that actually works.
Yes—easily. We work with clients in 30+ states, and our team is spread across the country. Everything we do can be handled virtually through Zoom, securely and efficiently. Geography has zero impact on the quality of your plan.
We don’t bill by the hour—good planning can’t be compressed into a clock. But we do offer a limited number of one-time retirement plans starting at $6,500 for households that need a full strategy without ongoing management.
We don’t sell products, and we don’t treat clients like account numbers. We operate as a fiduciary 100% of the time, and our planning goes far deeper than just investment management. Taxes, income strategy, withdrawals, Social Security, estate structure—we handle the entire picture. That’s why people come to us: to stop guessing and get real answers.
Your money is never held by us. It stays in your name at major third-party custodians—primarily Fidelity Institutional, which serves over 14,000 advisory firms and custodies more than $4.5 trillion. We also use Charles Schwab, the largest RIA custodian in the country with over $7.6 trillion in assets.
You get full visibility, full statements, full control. We simply manage the strategy.
Our investment decisions are guided by our experienced investment committee, which brings together over a century of collective expertise. Through quarterly meetings, we carefully review our current holdings, asset allocations, and emerging opportunities to ensure our strategies remain aligned with our clients' financial goals.
We charge a transparent percentage of the assets we manage—no commissions, no hidden fees, and no charges for tax or estate planning.
Every client gets the same comprehensive planning. No upcharges for doing the right thing.
Comprehensive planning—meaning we look at every part of your financial life. That includes:
— Retirement planning
— Investment management
— Tax planning (ongoing, not once a year)
— Estate planning strategy
— Insurance and risk review
— Cash-flow and budgeting guidance
And anything else necessary to help you retire confidently and keep more of what you’ve earned.
Award Winning Registered Investment Advisor*
