Personal Solutions

Falcon Financial and Insurance Solutions provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you're going and how to get there. Some of our key services are detailed below.

Financial Planning

As Eagle Strategies financial advisors, we provide personalized financial planning to our clients that is specific to several variables including their income, risk tolerance, values, and family. We work with each client to identify and prioritize their goals, explore options, establish effective strategies, construct and execute a plan, and assess the performance of the plan and make adjustments as needed.

Wealth Management and Retirement Planning

We work with our clients to design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios1 of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to help ensure management of investment assets according to your goals, risk tolerances and time horizon. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.

Risk Management Planning

In those circumstances where our client's plan indicates a need or desire for liquidity to address an array of funding issues such as disability and/or income protection for the family's security, fund business succession plans, key employee plans, estate tax liquidity needs, capital for long-term care planning, or to fulfill a charitable legacy, we arrange access to a number of the world's premier life, disability, and long-term care insurance companies. Our insurance acquisition protocol assures independent access and selection from start to finish. We work with many top-rated companies and can help you find the best fit for your needs.

401(k) and IRA Rollovers

When you leave a job or retire, you have a decision to make regarding your 401(k) money. While leaving those assets in the former employer's plan is an option, a rollover can be a consideration. Working with your tax advisor, we can help you determine the right course of action for you. This may include: leaving the funds in your existing plan, if permitted, or rolling them into your new employer's plan, if one is available and rollovers are permitted. Each choice offers advantages and disadvantages, depending on your specific needs and retirement plan, such as the desired investment options and services, applicable fees, expenses, and withdrawal options, as well as required minimum distributions and tax treatment of applicable options.

College Funding

Through NYLIFE Securities LLC. member FINRA/SIPC, we also have available 529 college savings programs.

Estate Planning

A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. We will work with you and your other advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your personal philosophies and family needs.

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April 18, 2019 @ 02:08 PM

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