FALCON WEALTH PLANNING

We were looking for a professional opinion of our financial situation mainly when and how feasible retirement is. We found Falcon Wealth Planning and have been so happy that we did. Our first meeting was with Kevin Mayo. His informative, no pressure approach was awesome. He gave us insight into tax issues we might have when we do retire and suggested steps to take to minimize those issues. He wanted to educate us, not just give an opinion. After a couple of meetings, we decided to have Falcon Wealth be our financial planning resource.

Quinn Carranza with Falcon Wealth Planning was absolutely knowledgeable. He listened to my concerns, and financial goals. With the information I gave him, he worked on a plan that fits my needs now, and for retirement. He was very patient and answered all my questions. I was very happy with our over the phone meeting. I highly recommend.

I was referred to Falcon Wealth from The Dave Ramsey show and my wife and I couldn't be happier with our experience with our assigned wealth planner Sam Bigharz. Sam was very professional and easy to talk to. We felt that Sam was genuinely giving us the best financial advice possible. We would highly recommend Sam and Falcon Wealth.