Our Services

At Falcon Financial Planning, we pursue investment solutions that are in your best interest and present a superior opportunity for you. Our entire focus is on developing and managing a comprehensive financial strategy that meets your unique needs. In meeting with our clients, we offer the following:

• Establishing investment objectives based upon your individual investment goals

   
• Determining whether you are saving enough to adequately fund your retirement

   
• Ensuring the desired retirement income and funds will be available for you and your family

   
• Helping you decide if and when to roll your 401(k) into an IRA

   
• Introducing new investment opportunities, unbiased by sales quotas or hidden agendas of Wall Street firms or large insurance companies

   
• Plans to fund college for your children

   
• Prioritizing your savings among taxable and tax-deferred options

   
• Customized asset allocation around your objectives, including taxes and risk-adjusted returns

   
• Anticipating cash flow changes that may result from purchasing a new home or changing jobs

   
• Reviewing your life insurance coverage to ensure it is appropriate for meeting your family’s goals