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Our Services

At Falcon Financial Planning, we pursue investments that are in your best interest and present opportunities for you. Our entire focus is on developing and managing a comprehensive financial strategy that addresses 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

  • Helping ensure 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, not influenced 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


No investment strategy, including asset allocation, assures a profit or protects against loss.

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