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The Falcon Financial Group, LLC In 2009, Jeff founded the Falcon Financial Group with his partners to create a firm that focuses on the many needs of the affluent and emerging affluent community Jeff specializes in comprehensive financial planning, retirement planning, and wealth management for individuals and business owners
Falcon Wealth - Planning Made Simple Falcon Wealth Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions
Falcon Financial Insurance Solutions | Fresno, CA | Franklin, TN . . . Our Mission is to assist our clients in establishing ‘crystal clear’ goals and objectives, and provide solutions to help them achieve their financial dreams We empower our clients with knowledge and ideas on ways to maximize their financial wealth
Wealth Management Strategies for the Life You Want We help families protect wealth, prepare for retirement, and make tax-aware financial decisions As your first call for guidance, we anticipate risks, uncover opportunities, and design strategies that keep your best interests at the center
Falcon Financial: Simplifying Access to Business Financing Secure the financial resources to propel your business forward Falcon Financial delivers tailored solutions and expert guidance, empowering you to seize opportunities and achieve your strategic goals
About Us - thefalconfinancialgroup. com At the Falcon Financial Group, our independent advisors have access to hundreds of money managers through multiple investment platforms from companies like LPL Financial, SEI, Brinker Capital and others to create portfolios that are specific to your goals and needs
Financial Planning in Los Angeles - Falcon Wealth Planning As fee-only Certified Financial Planners in Los Angeles, CA, our primary goal is to educate and protect our clients Without the influence of commissions, we provide unbiased advice designed to help you avoid unnecessary risks, high fees, and unsuitable investments
Falcons Financial | Financial Services At Falcon's Financial, we understand that achieving your financial goals requires a well-thought-out plan and strategic investment decisions Our range of financial planning and investing services is designed to guide you toward a secure and prosperous financial future
Meet Our Advisers - Falcon Fi After a few years he partnered with another adviser, Clay Blanton, to start Falcon Financial which is a full service financial advisory firm Today Falcon Financial currently has 4 advisers and 4 support staff and they service clients from California to New York and most states in between