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At Falcon Financial, everything we do starts with a plan. We’ll work with you to identify where you are on your financial journey, where you want to be in the future, and what the right course of action is to get there. Over time as life evolves and your needs change, we’ll be by your side to help you make adjustments and keep you on track to your goals.
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
