Strategic Planning

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


Having a thorough understanding of your goals includes having the following topics defined: your retirement goals, current expenses, investments, social security statements, debt, etc. The ultimate outcome of financial planning will serve as a living, breathing document that while ever changing will act as a guide to help us assist you in reaching 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 just putting money towards your children's college fund, we will help you stay focused and track with you as you stay disciplined in your strategy to 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 ensure that you understand the risk vs the reward no matter where you choose to invest your money.
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Risk Management

Hopefully, you and your loved ones still have your health, but you never know when this could suddenly change. Let Falcon Wealth Advisors help you plan and prepare for an unforeseen situation with long term health care and life insurance advice. We know every day is gift, and your financial future should always be secure in the case something happens.
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Estate Planning

While we don’t claim, or try to attempt to be your attorney, at Falcon Wealth Advisors we understand the importance of having a solid plan in place to manage your estate one day.  We will work with your attorney to make sure your estate is designed to transfer to who you want it to in the most tax efficient manner. 
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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 the best 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 keep you organized. 

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