Our team of professionals at Falcon Wealth Advisors understands that we are in the services industry. We aren’t making widgets; instead we are inspiring our clients to live their best lives and use their hard-earned capital to find financial independence. We believe we do two things very well: financial planning & investment management.
Standard Brokerage Accounts (After Tax)
Rollover or Traditional IRAs / ROTH IRAs
Uniform Trusts for Minor Accounts
401(k)s / SEP IRAs / SIMPLE IRAs
Invest Without a Target or Plan
Give Off-The-Cuff Advice
Disregard New Strategies or Opportunities
Claim to Know All the Answers
Fail to Listen to Other Professionals
Use Products Like Annuities, Mutual Funds or ETFs
Financial planning is not a one-time exercise, nor is it a stringent road map. We see financial planning as an ongoing dialogue that requires us, the financial advisors, to listen to our clients and then provide them with options to plan for and reach their financial goals with confidence. As fiduciaries, it is our obligation to help our clients make the decision that is in their best interest — not ours.
Our Kansas City wealth advisors can help with:
Financial Goals Analysis
Social Security Utilization
Health Insurance Strategy
Investment management can be best accomplished by taking sophisticated strategies and explaining them in a way our clients can understand. By not outsourcing to third-party vendors, we are confident we can keep costs low, transparency high and maintain control of the portfolio. We feel this allows us to serve our clients in a way many wealth advisors choose not to and give us a competitive advantage when looking at second opinions.
We provide financial investment and consultancy services including:
Discretionary Asset Management
Individual Security Selection
Legacy Stock Oversight
Concentrated Position Management
Equity Compensation Reviews (401ks, ISOs, RSUs, NQOs, ASPP, ect.)