Investment advisors and investment brokers may sound similar; however, they are not governed by the same standards. On this week’s episode of Upticks, Jake explains how we are legally obligated to act in our clients best interest and peels back the curtain on how we invest for our clients.

Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.

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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https://www.falconwealthadvisors.com/

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Connect with Jake Falcon, CRPC

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Investing Fundamentals (Ep. 142)

Upticks: A Financial Planning & Investment Podcast