Strategic Planning

"When you fail to plan, you plan to fail." - Benjamin Franklin


We believe having a thorough understanding of your goals includes having the following topics defined: your retirement goals, current expenses, investments, social security statements, debt, etc. We believe that a financial plan serves as a living, breathing document that while ever changing may act as a guide to help you pursue your financial goals.

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Behavioral Management

Everyone plans for their future differently, simply because not everyone has the same future. Whether it's managing your 401 (k) or Roth IRA, or putting money towards your children's college fund, we will help you stay focused to stay disciplined in your strategy for reaching your goals.

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Investment Solutions

At Falcon Wealth Advisors we take pride in executing on the investment solutions on behalf of our clients.  We believe in transparent advice and as such we buy individual stocks and bonds for our clients and do not believe in “pitching” products. We take the time to help you understand the risk vs the reward no matter where your money is invested.

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Risk Management

While life is unpredictable, let Falcon Wealth Advisors help you plan and prepare for an unforeseen situation with long term health care and life insurance advice.

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Estate Planning

While we don’t provide legal advice at Falcon Wealth Advisors, we understand the importance of having a solid plan in place to manage your estate.  We will work with your attorney to help ensure your estate is designed to meet your needs. 

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Financial Organization

We understand our clients’ lead very busy lives so we aim to be their resource for overall financial organization.  Whether it is helping create a budget or looking for lending options to making a home purchase we are here as a trusted professional to help guide you through some of life’s toughest financial decisions as well as help keep you organized. 


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