Our Financial Services
A time-tested approach uniquely applied to you.
Our Philosophy –
Plan, Preserve, Grow
Plan
We start by understanding your goals. The complexity of your plan depends on you. Like other life experiences, financial decision-making is much easier when you have a plan. We make decisions based on facts and data instead of emotions and speculation. Our calming approach avoids knee-jerk reactions in favor of fully considering your circumstances.
Preserve
We identify your need for security and liquidity based on your risk preferences and current financial situation. We implement the foundation of your portfolio utilizing solutions like cash, insurance, and annuities.
Grow
We invest long-term assets into the markets utilizing low-cost mutual funds and ETFs. We believe that risk and return are related. We take on the market’s risk to grow your assets over the long term. Our investment philosophy is rooted in financial science, not speculation. Read more about our investment philosophy.
Our Process
We start by getting to know one another. We want to understand what brought you in to see us. We’ll share the Falco Wealth story and how we help. Using our no-pressure approach, we’ll discuss if our expertise might fit your needs.
We dig deeper into one another's questions. Falco Wealth will present potential services and solutions to meet your needs. We'll give you the time and space to decide if we are a good fit.
We present our customized plan for serving you, clarify ongoing responsibilities, and discuss any questions you have. We then begin implementing your services and monitor your progress each step of the way.
Even the best plans need monitoring. Falco Wealth proactively monitors clients’ plans for progress. We make decisions after thoughtfully considering the plan. We maintain communication with clients and continually look out for their best interests.
Flexible Wealth Management Solutions
We offer expertise and skill in financial planning, investments, and insurance to individuals, families, and small businesses.
We provide wealth management services encompassing financial planning and investment management. This service is designed for those who want to outsource their investments and financial planning needs to a trusted advisor.
We provide comprehensive financial planning services without necessitating investment management services. This service is designed for those who want planning help but prefer “DIY” investments. This service is also great for young professionals, with most of their investments allocated to an employer’s retirement plan (like a 401(k) or 403(b)).
We offer hourly financial planning and investment management services in particular situations. This service is designed for those with a temporary need for financial advice that doesn’t necessitate an in-depth financial plan.