“Tips that could save you thousands in taxes from a CFP® professional!”
Stacy Heinsen2025-04-07Trustindex verifies that the original source of the review is Google. We reached out to Falcon Wealth Planning with general questions about our existing 401k and retirement planning. Sam was extremely helpful regarding our inquiries and pointed us in the direction that would best suit our needs. Jonathan Miller2025-03-24Trustindex verifies that the original source of the review is Google. Great to work with Alexander Gonzalez2025-03-20Trustindex verifies that the original source of the review is Google. Very helpful Paula Grace2025-03-19Trustindex verifies that the original source of the review is Google. I was quickly connected with financial analyst, Jake, who was very informative and helpful. Will be returning to Falcon Wealth in the future. Laura Alfani2025-02-13Trustindex verifies that the original source of the review is Google. I spoke with Sam today seeking guidance to support our next steps in building a foundation in our long term financial planning. Sam provided honest guidance, suggesting we continue to work through the Dave Ramsey baby steps. I didn't feel pressured to spend funds and was reassured in our work towards next steps. Nick Avolio2025-02-13Trustindex verifies that the original source of the review is Google. Jason was extremely informative and helpful. He answered all of my questions and helped point me in the right direction with everything I needed. I greatly appreciated his honesty and genuine care for my best interest. Pankaja Indurkar2025-02-12Trustindex verifies that the original source of the review is Google. Sam was very good in explaining us all the financial questions we had. He guided us with some excellent suggestions and recommendations for investment. Thank you!
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
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