Many financial advisors use terms like “comprehensive wealth management,” or “financial roadmap,” and yet many people aren’t sure what language like that even means. I recently listened to a podcast on which the hosts noted this, and they also discussed how people who, say, visit an attorney about a trust are there because they have an estate problem they want that attorney to fix. Financial advisors, on the other hand, talk about things like “holistic financial planning” but don’t advertise what problems they can solve for you. On this episode of Upticks, Jake does just that.

Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!        

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 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 middle man 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.       

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How We Fix Your Financial Problems (Ep. 173)

Upticks: A Financial Planning & Investment Podcast