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
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.