Falcon Wealth Planning, Inc.

Falcon Wealth Planning, Inc. Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take.

$2 BILLION!🎊This milestone isn’t just ours. It belongs to every client who trusted us with their financial future and ev...
06/02/2026

$2 BILLION!🎊

This milestone isn’t just ours. It belongs to every client who trusted us with their financial future and every team member who shows up every day committed to serving others at the highest level.

Reaching $2 Billion in Assets Under Management is more than a number. It’s a reflection of the relationships built, the trust earned, and the hard work behind the scenes from an incredible team.

To our clients: thank you for trusting us.

To our advisors and staff: thank you for your dedication, commitment, and countless hours that helped make this possible.

Here’s to the next chapter.

Tax planning isn't just about what happened last year — it's about preparing for what's ahead.New tax rules and upcoming...
06/01/2026

Tax planning isn't just about what happened last year — it's about preparing for what's ahead.

New tax rules and upcoming deadlines may create new planning considerations for investors and business owners. Swipe through for a few key updates you should know.

Comment FREE CALL to schedule a complimentary educational conversation with our team.

Educational purposes only. This content should not be considered tax, legal, or investment advice.

Many parents wait too long to start planning for education.The reality? Small contributions made early can create massiv...
05/29/2026

Many parents wait too long to start planning for education.

The reality? Small contributions made early can create massive long-term flexibility later.

A 529 plan isn’t just about paying for school.
It’s about creating options for your child’s future.

Many investors have no idea how their advisor actually gets paid.And that matters more than most people realize.Fee-only...
05/27/2026

Many investors have no idea how their advisor actually gets paid.

And that matters more than most people realize.

Fee-only and fee-based are not the same thing — and the difference can directly impact the advice you receive.

Swipe through 5 fee-only fiduciary facts every investor should know before trusting someone with their wealth.

Today, we remember and honor the brave men and women who made the ultimate sacrifice for our country and our freedom.The...
05/25/2026

Today, we remember and honor the brave men and women who made the ultimate sacrifice for our country and our freedom.

Their courage, service, and sacrifice will never be forgotten.

From all of us at Falcon Wealth Planning, we wish you and your family a meaningful Memorial Day.

05/22/2026

At Falcon Wealth Planning, we are profoundly grateful to those who gave their lives for our country.

We wish you all a safe and blessed holiday weekend as we remember our heroes.

If you’re nearing retirement or already retired, 2026 could bring planning opportunities many people completely miss.Fro...
05/20/2026

If you’re nearing retirement or already retired, 2026 could bring planning opportunities many people completely miss.

From higher contribution limits to expanded catch-up windows and potential estate planning changes, the decisions you make now may directly impact how much you keep later.

Many retirees focus on saving more. Few focus on coordinating taxes, withdrawals, and long-term strategy together.

Swipe through for 3 retirement planning changes every retiree should be paying attention to.

We all think financial stress is just about money.In reality, it impacts peace of mind, confidence, relationships, and d...
05/18/2026

We all think financial stress is just about money.

In reality, it impacts peace of mind, confidence, relationships, and daily life.

That’s why financial planning should do more than grow wealth. It should start by creating clarity in uncertain times.

In recognition of Mental Health Awareness Month, we’re reminded that financial well-being and mental well-being often go hand in hand.

You check how much you’re contributing.Few understand what they're payingMost 401(k)s are designed for participation, no...
05/15/2026

You check how much you’re contributing.

Few understand what they're paying

Most 401(k)s are designed for participation, not optimization.

Hidden fees.
Limited fund options.
Advisors you didn’t choose… getting paid anyway.

And the worst part?
You’ll never see it happening. It just quietly compounds against you.

If you’ve never asked these questions, you’re not managing your retirement… you’re trusting it.
Article below for more information

https://www.falconwealthplanning.com/falcon-articles/how-mobile-device-security-helps-safeguard-your-wealth-in-2026/?cluid=cl8275tiid3osj0b42778c-19b7-4106-9220-5dacf8cb3b08

joins live to discuss core growth, mega caps, and what investors should be paying attention to right now.đź“Ť LIVE on Sch...
05/14/2026

joins live to discuss core growth, mega caps, and what investors should be paying attention to right now.

đź“Ť LIVE on SchwabNetwork
đź—“ May 15, 2026
⏰ 8:30 AM PST

Tune in with the link below

https://schwabnetwork.com/shows/trading-360

Address

3400 Inland Empire Boulevard #100
Ontario, CA
91764

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

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