With your goals as a guide, we work to develop, implement and maintain a custom financial plan specifically designed to help you live the life you want. This plan takes into account your current financial situation, goals for the future and any challenges you may face on the path toward accomplishing those goals.

Our MISSION is to simplify your financial life and empower you with the knowledge you need to achieve your version of financial success. Our planning services include –

Financial Planning

While having to manage a busy career, family, outside interests, and many of the other curve balls life throws at us, financial planning can easily move to the back burner. We help clients get financially organized by setting up a frame work for them to easily understand where they sit in relation to what matters most to them.

  • Financial Organization
  • Asset Consolidation
  • Insurance Needs Analysis

Retirement Planning

As retirement nears, you may be wondering, "Do I have enough savings to last a lifetime?" "Will I be able to live the life I want?" "Will my loved ones be okay?"

At Falcon Wealth Advisors, we help you feel more confident and in control of your retirement. As your fiduciary partner, we work to address your retirement concerns so you can rest easy knowing you are on track to live comfortably in retirement.

  • Retirement Income Strategies
  • Social Security Optimization
  • Legacy Planning

Tax Planning

If your current portfolio isn't tax efficient, you may be missing out on a significant opportunity to grow your assets. We conduct a thorough review of your investment portfolio and tax return to identify any opportunities to minimize the taxes you owe. Based on your particular situation, we implement a variety of tax-efficient strategies, which may include:

  • Harvesting losses to offset gains
  • Adding tax-efficient funds to your investment mix
  • Optimizing your retirement withdrawal strategy

If your goals include making donations to your favorite charitable organizations, we offer strategies to help maximize your charitable impact and minimize your taxes. For example, it may make sense to make a charitable donation of appreciated securities from your taxable accounts in order to take advantage of a fair-market deduction with no capital gains tax, while also maximizing the amount received by the charitable organization.

Regardless of your specific situation, we help you identify tax saving opportunities with a goal of enhancing portfolio growth.

Interested in learning more?

Contact Us

to schedule a call with a member of our team.