“Falcon Wealth Planning is a NAPFA-registered financial firm led by Certified Financial Planner™ professionals who assist clients nationwide. With over 30 years of combined experience, their team is dedicated to crafting creative, personalized solutions tailored to each client. They are a fee-only registered investment advisor specializing in tax-efficient retirement income and helping clients achieve their financial goals. Falcon Wealth Planning specializes in objective financial planning to help clients build, manage, grow & protect their assets through life’s transitions. They provide complete services to assist you in achieving your goals. They are values they live by here at Falcon Wealth Planning. Falcon Wealth Planning, Inc. is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. They offer free assessments to their clients.”
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