Are you looking for an asset manager who can also handle your tax planning needs? While most consulting firms will refer you to speak with your own accountant or tax advisor, Falcon Wealth Planning specializes in tax planning as an integral part of the wealth management services they offer clients.
The services offered by Falcon Wealth Planning are especially popular with business owners who appreciate the comprehensive benefits of tax planning that simplify their relatively complex financial lives. In addition to financial planning for entrepreneurs currently running their businesses, Falcon Wealth Planning also provides expert exit planning guidance to aid in the transition process in the sale or disposition of a business.
With several offices in California and clients across the country, Falcon Wealth Planning may be right for you if you’re interested in growing your wealth while reducing your tax obligations, whether you’re a business owner, individual, or couple who is close to is retiring.
As a fee-only wealth management firm where every financial advisor has earned their certified financial planner credentials, Falcon Wealth Planning acts as a fiduciary to always put the interests of their clients above their own. Whether it’s helping with retirement planning, investment management, taxes or handling real estate matters, you can always expect your Falcon Wealth Planning financial advisor to provide you with the best guidance for your individual circumstances.
Getting Started with Falcon Wealth Planning
If you’re thinking of becoming a Falcon Wealth Planning customer, schedule time to talk to them first to make sure you’re a good match to work with.
Falcon Wealth Planning offers a free introductory meeting and assessment with a Certified Financial Planner. During the conversation, they will ask questions and listen to learn more about you, your current situation, and your financial goals. Then, at a follow-up meeting, they will present their assessment and suggestions to help you achieve your goals in areas such as your investments, taxes, and estates. Just go to their calendar to schedule a call at a time that suits you.
📈 Meet Falcon Wealth Planning
This page is divided into sections to help you quickly find the information you need and get answers to your questions:
Q&A with Gabriel Shahin, founder of Falcon Wealth PlanningFast facts about Falcon Wealth PlanningGet answers to your questions about Falcon Wealth Planning
– Q&A with Gabriel Shahin, founder of Falcon Wealth Planning –
Three questions with Gabriel Shahin, CFP, MBA, AIF
We asked Gabriel Shahin, director and founder of Falcon Wealth Planning, to answer a few questions to help us learn more about what sets his company apart from other wealth managers.
Q: When describing what makes Falcon Wealth unique compared to other asset managers, what are some of the highlights you are most proud to share with people who evaluate your advisors?
Gabriel: We are comprehensive in the sense that we care more about our client’s assets than just their investment portfolio.
We care about after-tax returns and increasing the tax benefits for our clients through truly comprehensive planning. There are times when we create taxable events because it is tax free to do so. That’s why we ask to look at our customers’ taxes, because depending on their tax bracket, we purposefully sell something for them again and pay no taxes. In addition, we do conversions depending on the situation or strategy.
Meet Falcon Wealth Planning:
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Q: Falcon Wealth specializes in providing comprehensive tax planning services to its clients. Can you elaborate on the types of services you offer? Are you replacing or supplementing your client’s tax accountant?
Gabriel: As above, but specializing in business owners is important to us. We can restructure the entity or how they pay themselves to save money. These strategies can help save tens of thousands, if not hundreds of thousands of dollars. Normally we supplement the accountant, but we can also replace it if desired.
Q: You offer a free assessment to people considering hiring you. How do you recommend that people prepare for this meeting to get the most out of the discussion? Can you also describe what people can expect as part of the assessment?
Gabriel: Yes, we offer free 1-2 hours or 1-2 meetings of our time. We recommend bringing investment statements, tax returns, or any other important information they want to discuss. During the assessment, they get full recommendations without us booking anything to support them to hire us.
Meet the Falcon Wealth team
📗Fast Facts About Falcon Wealth Planning
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About the author
Brian Thorp
Founder and CEO, Wealthtender
Brian and his wife live in Texas and enjoy the diversity of Houston and the vibrancy of Austin.
With over 25 years of experience in the financial services industry, Brian applies his experience and passion at Wealthtender to help more people enjoy life with less money stress.
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This post Meet Falcon Wealth Planning
was original published at “https://wealthtender.com/firms/falcon-wealth-planning/”
