Who Do We Help?
New or Aspiring Retirees
You’ve saved a lot during your working years and are thinking about retirement. Now what?
For the first time in 40 years, you will soon be living without a paycheck, and you don’t have a plan for how to withdraw money from your accounts (taxable, IRA, Roth IRA) in the most tax efficient manner.
You may be sitting on a huge IRA tax bomb if you do not plan.
Should you start Social Security at 62? Wait until 70? How will your spouse’s SS election affect you?
Successful professionals like you are focused on working towards your next promotion and retirement. You don’t have the time to determine if your 401(k) allocation is adequate, when to exercise your stock options, or if you are holding too much company stock. You still haven’t figured out why you owed so much to the IRS last April.
Face it... you simply don’t have enough hours in the day. Falcon Wealth can give you your time back and relieve you of FOMO (Fear of Missing Out).
A licensed CPA in Pennsylvania, Bob is a CFP® Professional, holds the AICPA’s Personal Financial Specialist (PFS) Credential, and is one of fewer than 125 individuals to hold the Certified College Financial Consultant (CCFC) designation. He holds a BS in Accounting from Villanova University and an MBA from Kenan-Flagler Business School (UNC-Chapel Hill). His career includes 9 years of Big 4 Manager-level tax experience and over 15 years of financial services experience.