Our mission is to redefine financial advice by offering transparent wealth management solutions while maintaining a fiduciary obligation to our clients.
At Falcon Wealth Advisors, we believe that investing without a plan is speculating. We sit down with clients and have an open discussion about not only their goals, but their fears and aspirations, too. We do this before we recommend investment solutions. We regularly review clients’ portfolios and strategies with them, adapting and adjusting their plans as their lives change.
Crafting a blueprint for your future isn’t a one-time exercise; your financial plan is a living, breathing document. Your goals might stay the same, or they may naturally evolve over time. Either way, the steps taken to help you achieve those goals should reflect where you are as much as where you want to be.
We believe that this requires a hands-on approach. Your Falcon Wealth Advisors team routinely reassesses and re-strategizes your financial plan to help ensure that you’re on track to achieve your goals. This may include:
• Clearly Defining Your Goals
• Retirement Planning
• Concentrated Stock Strategies
• Cash Flow Analysis
• Establishing a Target Rate of Return
• When to Collect Social Security
• Life Insurance Review
• Estate Planning Needs
• Health Care Planning
• Retirement Plan Distribution Options
• Summarizing Your Assets and Liabilities
There’s no one-size-fits-all solution to financial planning. But by focusing on your individual needs, goals and dreams, we can help you outline a plan.