Specialty:
“Falcon Wealth Planning is a NAPFA-Registered Financial Firm and is a CERTIFIED FINANCIAL PLANNER™ Professional who helps clients across the country. With more than 30 years of experience, they dedicate their services to prepare creative solutions tailored specifically to you. Their mission is to provide clients with the best path to wealth accumulation, retention, and tax reduction by creating and implementing strategies tailored to their unique goals. Falcon Wealth Planning offers customized advice on each client’s wealth planning issues. Their priority is to provide clients with clarity and education and to make planning simple and tangible so that they can achieve their financial goals. They fully disclose all fees and work as a Fiduciary to make sure the plan they put together is in your best interest. They offer free assessments to their clients.”
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