Stay ConnectedWelcome to Upticks, your podcast for financial insights. Hosted by Jake Falcon, CRPC® and Cory Bittner, CRPC®, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax strategies, and timely market topics. Join us for concise, understandable discussions that empower your financial literacy.
Disclaimer: Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser
On this episode of Upticks, Jake and Cory explore the complexities of managing finances in retirement, highlighting the importance of tax strategies and flexibility. They share insights from seniors who continue to work past traditional retirement ages, discussing the personal fulfillment and health benefits they experience.
The duo explores the ambitious salary goals of Gen Z, revealing the high financial aspirations of young Americans. Finally, they address the frequency of retirement withdrawals and its potential impact on long-term portfolio sustainability.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I'll be sure to ask them to bring it up on the show!
Click here to subscribe to our newsletter!
Click here to order 'Retiring Right'!
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don't miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us:
https://www.falconwealthadvisors.com/
https://www.falconwealthadvisors.com/content.html
Follow us on social media:
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
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory discuss the Kansas City Chiefs' recent performance and share a personal story about a recent encounter with potential porch pirates.
They discuss the positive aspects of retirement and explain the advantages and challenges of Roth IRA conversions for retirees in their 60s. Finally, they address the serious issue of sports gambling addiction and its impact on individuals and families.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I'll be sure to ask them to bring it up on the show!
Click here to subscribe to our newsletter!
Click here to order 'Retiring Right'!
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don't miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us:
https://www.falconwealthadvisors.com/
https://www.falconwealthadvisors.com/content.html
Follow us on social media:
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
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory share their Thanksgiving reflections and favorite dishes before diving into the rest of the show.
They discuss important steps to simplify your estate for your heirs and explore tax planning ideas to potentially lower your 2024 tax bill. Cory presents Boldin's 18 retirement rules, offering a modern perspective for financial planning.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I'll be sure to ask them to bring it up on the show!
Click here to subscribe to our newsletter!
Click here to order 'Retiring Right'!
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don't miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us:
https://www.falconwealthadvisors.com/
https://www.falconwealthadvisors.com/content.html
Follow us on social media:
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
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC member FINRA and SIPC. Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual's or entity's specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory discuss the benefits and potential pitfalls of charitable giving, including the concept of a "helper's high." They review individuals to consult before retiring and debate the necessity of them.
Jake and Cory also explore the potential advantages of buying used cars versus new ones and share their personal experiences. Finally, they discuss the current state of the housing market and the historically increased equity held by some homeowners.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I'll be sure to ask them to bring it up on the show!
Click here to subscribe to our newsletter!
Click here to order 'Retiring Right'!
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don't miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensure transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us: https://www.falconwealthadvisors.com/ https://www.falconwealthadvisors.com/content.html Follow us on social media: 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
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory discuss Vanguard's nearing settlement in a target-date fund case and what it means for investors. They also address the potential cancellation of Medicare Advantage plans and the importance of annual health plan reviews.
Jake and Cory delve into retirement spending strategies, sharing insights on legacy planning and flexible withdrawals. They explore what the Amish can teach us about economic mobility and discuss the psychological challenges of retirement.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I'll be sure to ask them to bring it up on the show!
Click here to subscribe to our newsletter!
Click here to order 'Retiring Right'!
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don't miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us:
https://www.falconwealthadvisors.com/
https://www.falconwealthadvisors.com/content.html
Follow us on social media:
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
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory discuss the Kansas City Chiefs' potential for an undefeated season and share a cautionary tale about a million-dollar mistake. They revisit the hype around I-Bonds from 2022 and provide thoughts on what to do with them now.
Jake and Cory also emphasize scrutinizing retirement expenses, reveal a surprising link between mood and stock prices, and offer essential tax tips for 2024. Finally, they explore the psychology behind rising lottery ticket prices.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I'll be sure to ask them to bring it up on the show!
Subscribe to our newsletter: https://falconwealthadvisors.com/ Contact us: https://falconwealthadvisors.com/contact.html
Order 'Retiring Right': https://a.co/d/cSglWiC
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don't miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us: https://www.falconwealthadvisors.com/ https://www.falconwealthadvisors.com/content.html Follow us on social media: 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
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory share their Halloween plans and discuss a listener's suggestion about the "Terminator Roth". They recap Jake's experience at the 15 and the Mahomies charity event and highlight the 2025 tax brackets, emphasizing tax planning.
Cory talks about the impact of lower interest rates on savers, while Jake discusses lending money to friends and family. They also share 7 smart money moves to finish 2024 and debate the practice of signing credit-card receipts.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I'll be sure to ask them to bring it up on the show!
Click here to subscribe to our newsletter!
Click here to order 'Retiring Right'!
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don't miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us:
https://www.falconwealthadvisors.com/
https://www.falconwealthadvisors.com/content.html
Follow us on social media:
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
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory begin by addressing a listener's question about feeling guilty when spending money in retirement.
They discuss the undefeated Kansas City Chiefs, how some financial advisors don't disclose their fees transparently, not feeling bad about going back to work in retirement, the psychology of risk takers, and travelling in retirement.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I'll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Order 'Retiring Right' Today: https://a.co/d/geeSRDy
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don't miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us: https://www.falconwealthadvisors.com/ https://www.falconwealthadvisors.com/content.html Follow us on social media: 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
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory take a new perspective on money and happiness. Do you think money can buy happiness?
They discuss income inequalities and the idea of hard work resulting in higher financial benefit. As well as a recent social security raise and potential impacts of insurance industry kickbacks on retirees.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I'll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Order 'Retiring Right' Today: https://a.co/d/geeSRDy
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don't miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us: https://www.falconwealthadvisors.com/ https://www.falconwealthadvisors.com/content.html Follow us on social media: 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
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory engage in a discussion about not having a Plan B, challenging listeners to consider: if you do have one, why not make it your Plan A?
They explore test-driving retirement before you retire, becoming a millionaire the boring way, investments that can be too good to be true, retiring to rural America, aging while staying at home, and whether you are spending too much. All this and more in this week's insight-filled episode!
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I'll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Order 'Retiring Right' Today: https://a.co/d/geeSRDy Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don't miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us: https://www.falconwealthadvisors.com/ https://www.falconwealthadvisors.com/content.html Follow us on social media: 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
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
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