Falcon Wealth Planning

Falcon Wealth Planning is a registered investment adviser offering retirement planning, investment management, financial planning, estate planning and tax planning for individuals. Its services also include stock and equity planning for people who receive company shares, supported by free online tools such as an RSU tax calculator, an ISO exercise calculator and a concentration risk analyzer. The firm also lists Falcon Tax & Consulting among its services.

A free consultation is offered for people who want to talk through their finances before committing to anything, and consultations can be scheduled through the firm's website. Existing clients have a login on the site, and a resources section includes articles and a financial calculator for planning ahead.