Falcon Wealth Advisors - Signature Planning Webinar - 10/18/2023 episode artwork

EPISODE · Oct 25, 2023 · 36 MIN

Falcon Wealth Advisors - Signature Planning Webinar - 10/18/2023

from Upticks: A Financial Planning & Investment Podcast · host Jake Falcon

Our signature plan is the cornerstone of our financial planning process. Discover the details of our approach in this recorded webinar. Feel free to reach out to us anytime with your questions or for personalized guidance.       Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 15 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.                   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.          Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.              Visit Our Website         https://www.falconwealthadvisors.com/              Listen to our Podcasts          https://www.falconwealthadvisors.com/content.html             We're Social!         https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/              Connect with Jake Falcon, CRPC         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors

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Falcon Wealth Advisors - Signature Planning Webinar - 10/18/2023

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