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Our Client Philosophy

What Can Our Clients Expect From Us?

Clients of Falcon Financial Planning seek personal attention and high-quality, consistent service. They recognize the importance of saving for retirement and/or family and personal goals, and pursue the guidance of a qualified, collaborative advisor to help make them sound investment decisions.

We proudly seek to earn our clients’ trust and loyalty. To succeed as an investor, you need to know what’s happening with your money and whether you are closer to meeting your goals. We will handle the details of course, but you’ll receive as much information as you need in order to feel confident that your money is being managed properly. Here’s what our clients can expect from us:

  • Regular meetings to ensure that your portfolio is on track to meet your financial goals

  • Ongoing review and rebalancing to adhere to your allocation parameters

  • Reports comparing your portfolio’s performance to pertinent market indexes

  • Annual comprehensive review of your financial plan

  • Newsletter to keep you informed about new financial strategies

  • The ability to call and/or email us directly any time you have a concern or question

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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