On this week’s episode of Upticks, Jake is joined by Matthew Tomlin, CFP®, to discuss why everyone should have a financial plan. Matthew is a CERTIFIED FINANCIAL PLANNER™ and at Falcon Wealth Advisors, our financial planners serve as extensions of our two advisors—Jake Falcon CRPC®, and Cory Bittner, CRPC®. Tune in to hear their conversation!

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 14 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 middleman, 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/       

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

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Connect with Jake Falcon, CRPC       

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https://www.linkedin.com/in/jakefalconfalconwealthadvisors      

#financialplanning #personalfinance #taxplanning #upticks #retirement #kansascity

The Importance of Having a Financial Plan in Place with Matthew Tomlin, CFP® (Ep. 206)

Upticks: A Financial Planning & Investment Podcast

The Importance of Having a Financial Plan in Place with Matthew Tomlin, CFP® (Ep. 206)