Falcon Wealth Managers LLC

Falcon Wealth Managers liberates clients from their financial uncertainties and enables them to focus on themselves, their careers, and their families.

We focus on soon-to-be and recent retirees as well as professionals with executive compensation issues. Why this combination of clients? Because tax planning from a CPA can greatly help these groups to maintain their wealth instead of overpaying taxes to the government.

Saving for retirement over your lifetime is actually the easy part. It is much more difficult to decumulate your nestegg. Retirees do not have experience in spending down and should not risk making a mistake with this critical task.