Falcon Wealth Planning

Financial services in SAN JOSE

About Falcon Wealth Planning

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

Services

Strategy and Planning Strategy and Planning Tax & Consulting Financial Planning & Estate Planning

Reviews

Kevin Mayo was extremely helpful in evaluating and making meaningful recommendations to my current retirement plan. His analysis covered strategies for retirement account withdrawals,, IRA conversions, Tax optimization, as well as goal and legacy planning. I highly recommend giving FWP an opportunity to review your current retirement plan and objectives.