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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

 



©2018 Falcon Financial Planning Inc. All rights reserved.
2 Village Road, Suite 4, Horsham, PA 19044 | 215-441-9280 | robertlydon@falconplanning.com


Securities offered through Parkland Securities, LLC. Member FINRA/SIPC. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. 
Falcon Financial Planning, Inc. is independent of Parkland Securities, LLC and Sigma Planning Corporation.