CLOs on the Move

Falcon Wealth Planning

www.falconwealthplanning.com

 
Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. We are a FEE ONLY Registered Investment Advisor and specialize in tax efficient retirement income and help our clients achieve their financial goals. What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details
Rachel Vonbank
Chief Compliance Officer Profile

Similar Companies

First Keystone Corporation

First Keystone Corporation is a Berwick, PA-based company in the Financial Services sector.

Gluskin Sheff Associates

Gluskin Sheff Associates, Inc. is a Toronto, ON-based company in the Financial Services sector.

GoAhead Ventures

At GoAhead Ventures our mission is to work with young entrepreneurs at the earliest stages of their company. We are active investors who work alongside our companies and aim to deliver tangible value. We enjoy working with students and recent graduates to help them achieve their vision. We believe in the transformative ability that young entrepreneurs possess when building a company. We have a track record of helping entrepreneurs found their startups from scratch, and we love to get involved in every step of the process. Two thirds of our firm is made up of very recent Stanford grads, and the other third is very young at heart!

Sharpridge

Sharpridge is a Waltham, MA-based company in the Financial Services sector.

United Advisors America

United Advisors America (UAA) is an SEC-registered, fee-only investment adviser with its principal place of business in Texas. UAA currently has advisors working with clients across 22 states and is continually expanding. UAA provides a range of wealth and investment management services for individuals and families as well as their businesses. UAA`s advisors, as fiduciaries, are committed to serving in the best interests of their clients in providing investment and retirement solutions that are tailored to their individual financial and lifestyle goals.