Falcon Wealth Planning

Peter was excellent. He provided me with a plan that I can put into action immediately, and the consultation, along with his expertise, was free. As I'm just at the beginning of my journey, having an ongoing advisor isn't currently in my best interest, a point that Peter reassured. However, in the future, I will certainly return when the time is right, as I valued the candid and straightforward approach.

My husband and I recently met with Peter and can't say enough great things about him. He was knowledgeable, patient and took time to explain things and answer our questions. We learned so much just in our initial meeting. I highly recommend Falcon Wealth Planning to anyone who is unsure where to begin when it comes to planning for the future.

I received an excellent free consultation with specific next steps I could take. There was no pressure to enroll in as a paying client, and I was encouraged only to do so if I truly felt it met my needs.