As many listeners know, Falcon Wealth Advisors is growing rapidly. With all these new clients and the desire to provide everyone with excellent service, we’ve been busy hiring new team members and growing the roster. On this episode of Upticks, Jake highlights the team, and shares details about their roles, so clients know who’s helping manage their financial plan and achieve their goals.

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.       

Visit Our Website       

https://www.falconwealthadvisors.com/       

Listen to our Podcasts        

https://www.falconwealthadvisors.com/content.html      

We're Social!       

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      

Falcon Wealth Advisors New Team Structure (Ep. 169)

Upticks: A Financial Planning & Investment Podcast