Are you looking for a qualified financial advisor to help you with your investing and retirement needs? Trust is a big factor between you and your financial advisor so let’s take a moment to figure out if we’re right for each other.
I’ve put together a brief summary of myself and the type of clients I work best with. In short, I am a results driven advisor who is seeking clients who are serious about investing and retirement. If you think we might be a good fit, the next step is a short telephone interview. It will be stress-free I promise, no sales pitches just a quick chat to get to know each other.
Does This Sound Like You?
Over the last six years I’ve been lucky to work with some pretty incredible clients! Every client brings their own unique personality and situation and I’ve enjoyed getting to work with such a diverse group of people. However, there seems to be some commonalities among the people I’ve had the best client-advisor relationships with.
Here’s a look at the type of clients I work well with:
Clients with hectic schedules who are approaching retirement (within 10-15 years) or are already retired and place high value on professional help. My approach values your time and works well even for people who are very busy.
My goal is to help clients do the best they can with the resources they have–not just for themselves but their families, communities, and organizations that are important to them.
Investors who have worked hard for their money and prefer to get good returns and protect their investments. My best clients aren’t looking for get-rich-quick schemes, they are interested in building true wealth.
People who are committed to being long-term investors and do not let short-term market fluctuations and the financial media affect their decisions. Clients that keep their focus on the big picture get the most out of our time together.
And finally, the client’s I’ve enjoyed working with the most all recognized that while money is important, so are their families and communities. Together, we work to reduce the stress surrounding your money and investments so that you have time to enjoy your life.
I’ve streamlined my process so that not a moment of your time is wasted! Every situation is unique and so I provide each client with a custom financial and investment plan that focuses on their unique financial goals and objectives. My process helps clients identify strengths, weaknesses, and opportunities they have in achieving these goals.
I can’t be all things to all people. That’s why I have assembled a great team of experts that I collaborate with to ensure you receive comprehensive advice.
My areas of expertise are in retirement income planning and investment management. For other areas of expertise such as tax planning and risk management, I have a great team of experts assembled who I collaborate with to ensure that you receive comprehensive advice for all your financial goals.
I believe that financial advising is so important that it should be affordable. That’s why I charge a low, flat fee for financial planning. In almost all cases the fee is $495 and comes with a 100% satisfaction guarantee or you pay nothing. Ongoing management of investments is also available and fees are based on a percentage of assets under management.
How I Work With Clients
Successful investment management and retirement planning doesn’t happen overnight. For it be successful, I feel that clients and their advisor must get along and work well as a team. It takes times, patience, and trust.
For that reason, I’ve done the best I can to structure my work and services in a way that provides maximum value to my clients and their busy schedule. I communicate regularly with all clients, and my preferred method is email as it allows both me and the client to focus on the issues at hand with a clear list of items to address. My staff makes phone contact simple and easy anytime it is needed.
I use time-blocking to manage my day to day activities. In my experience, it can be very difficult for financial advisors to actually perform their job if they are on the phone or in meetings all day, every day. In order to give my clients the best service possible, I block off 2 1/2 days per week to handle client meetings and scheduled phone calls. The rest of my time I use to manage investments, do research for client benefit and perform critical client tasks. While my time for meetings and phone calls is limited, I provide unlimited e-mail support and my team is always available for urgent support.
Tired of wasting time and money driving to meet with your advisor? I can work with you “virtually” to make meetings more convenient and productive.
Face-to-face meetings generally happen twice a year. Many of clients are local but I’m available to work with you virtually as well. Working with me “virtually” is very easy as the meetings can be conducted with from the comfort of your home or office. We will still be able to see each other over the computer while reviewing financial matters.
All clients have 24/7 secure online access to their accounts and our technology provides you with real time account alerts and monitoring to ensure all investment, retirement, and financial planning is done at the time it is needed. At Falcon Investments we believe in keeping our technology updated and providing proactive support to our clients.
Could we be a Fit?
If you’re still reading then chances are you’ve identified yourself in my summary of an ideal client and like what I have to offer in my approach. The next step is easy! To get started I’d be happy to invest 15 minutes of my time getting to know you better, your financial goals, and help determine if there’s value I can provide in your life.
I do all of my initial appointments via the phone and/or web conference. To set up an initial appointment to learn more, have your questions answered and find out if we are a good fit—just use “Book Appointment” button below.