Retiring Right

MAKE WORK OPTIONAL

PRIVATE WEALTH ADVISORY FOR $1 MILLION+ INVESTORS

REQUEST A PRIVATE STRATEGY CALL

Most Retirement Plans Fail

because they were never built for distribution

Income durability
Downside protection
Tax coordination
Spending discipline
Concentration risk reduction

YOU MAY BE ASKING QUESTIONS LIKE

“Can I retire in the next 3–5 years?”
“What happens if markets drop right after I leave?”
“How much can I safely spend?”
“Am I overexposed to employer stock?

We Solve Problems

generic portfolio management does not

Retirement timing clarity
Sustainable income modeling
Concentrated stock diversification
Market downturn stress testing
Tax-aware withdrawal strategy
Explicit “spend / don’t spend” guidance

we do not sell products.

we do not push proprietary investments.

We Are Paid for Advice – Not Inventory.

OUR FALCON TEAM IS

Responsive
Credentialed
Transparent

When Work Becomes Optional

Clients may gain:

Clarity around retirement timing
Stability through volatility
Reduced employer stock risk
A structured shift from accumulation to income
Clear spending parameters

not more information. better decisions.

Insightful Thoughts

from our Falcon Wealth Advisory team

A Fresh Perspective

from our Founder and CEO, Jake Falcon

BUY THE BOOK

COMPLIMENTARY E-BOOK

notes from Jake

SUBSCRIBE TO EMAILS

Selective by Design

thoughtful by practice

Maintain $1M–$20M in investable assets

Are within 10 years of retirement, or recently retired

Hold meaningful employer equity

Prefer discipline over speculation

Stop Guessing

if you want to determine whether work is truly optional and what it takes to make it so

REQUEST A PRIVATE STRATEGY CALL

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Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.