The Falcon Financial Group

Our Core Values

We are dedicated to our clients and strive to create long lasting relationships built on trust to help you construct and achieve your financial dreams. The Financial world is becoming more complex. We help to bring all the pieces of your financial life together into a single coherent plan that evolves as your world evolves. Let us work with you to help prioritize your goals, understand your options, and strategize to clearly see a more secure financial future. Our goal is to provide you with financial independence and peace of mind.

Our firm's collective capabilities and experience - together with our team approach - allows us to offer you a wide-range of financial solutions. We will understand your situation, respect your prior decisions, educate you on ways to improve your financial success, and monitor your ongoing progress throughout our relationship.

$1.3

Billion in Assets Under Advisory

Over 260

Years Combined Experience

10,000

Households Served

We use the latest tools and technology combined with our extensive experience in the financial markets to manage money, reduce risk through insurance and other strategies and help our clients minimize taxation and build wealth. Our Advisors use tools such as eMoney, Asset Map, Riskalyze, Family Law Software, and other tools to help clarify your situation and make good decisions for your future.

Understand your situation
Respect your Assets
Educate you on your options

Provide clear, concise recommendations
Monitor your progress
Stay in touch with you

How we work with our clients

We use the latest tools and technology combined with our extensive experience in the financial markets to manage money, reduce risk and minimize taxation in all investment and insurance decisions.

Working Partnerships

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. We also offer insurance products and annuities from a platform of over 100 different insurance companies though our relationship with Equitable Network and its affiliates.

Family Focused

Beyond work, we are Fathers and Mothers with families of our own, that share the same goals and aspirations that you have. We are involved in our community and are committed to giving back and making a difference not only through work, but with our families and communities.

Continued Education

We pride ourselves on being lifelong learners and keep up to date with the changing financial world by attending conferences, webinars, achieving advanced degrees, and reading the latest industry updates. Many of us have been together for over 25 years. When you are a client of The Falcon Financial Group you have the expertise, knowledge, and commitment of the entire group behind you.

Our Team

What We Do

Holistic Financial Planning

We prioritize and analyze your accumulation, protection, and distribution strategies into one cohesive plan.

Retirement, Investment, and College Planning

We help people accumulate wealth for the know and unknow expenses that lie ahead.

Insurance and Estate Planning

We assist with life, long term care, disability, and health insurance as well as the tax efficient transfer of wealth from one generation to another.

Holistic Employee Benefits

Creative employee benefit plans including health, disability, dental and ancillary plans. We help protect your employees with insurance solutions that focus on tax efficiency and cost containment. In addition, we offer the latest group retirement plans including 401k, Simple IRA and Defined Benefit Pension plans.

Divorce Financial Planning

We can help navigate the financial and tax decisions that need to be made during and after the divorce. You will feel empowered to move forward, fully understanding your financial future and the reality of decisions made.

Business Owners & Executive Benefit Planning

We can plan for business succession, non-qualified executive deferred compensation, as well as provide key person insurance. We help business owners with tax saving strategies that focus on growth as well as transition of their business.

Relationships

A Financial Advisor is a trusted resource for you. We are committed to continuously educating ourselves to have the most knowledge possible so that we can provide the best advice on a broad range of financial needs.

Upcoming Events

In The News and Current Events

We are regularly asked to contribute to different financial publications including the Wall Street Journal, US News and World Report as well as other Local and online news sources.

Articles