Understanding Today’s Financial Environment
Welcome to Falcon Wealth Management. We understand that individuals and business owners face unique challenges as they grow assets and prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college, or an estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives through the Falcon's View Retirement Approach.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, dive into your future today by contacting us.
Helpful Content
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Rightsizing for Retirement
What does your home really cost?
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
What is Guaranteed Retirement Income?
Get the facts about guaranteed retirement income.
Ask a Financial Professional: I Got a Big Raise. Now What?
You got a pay raise – what should you do with it? Find tips on how to avoid tax surprises and lifestyle creep, and why paying
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
View all articles 
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
View all calculators
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.