Develops custom eLearning software such as Ogment, a curriculum creation and management program that saves educators time and increases transparency by helping to manage and track curriculum from end to end.
Falcon Wealth Planning
Helps clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments.
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. We specialize in comprehensive financial planning. We are a FEE ONLY Registered Investment Advisor and specialize in tax efficient retirement income and help our clients achieve their financial goals.
Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.
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WHY WE THINK WE'RE A GREAT PLACE TO WORK
At the end of the day, we are a work hard, play hard company. We have fun in and out of the office with weekly happy hour, monthly open houses, and quarterly off-site company meetings at fun locations like breweries, indoor race tracks, and bowling alleys. We place utmost importance on maintaining great culture by making it one of our company performance indicators and yearly goals. Our culture was created from the bottom up. Each team member makes their own imprint on our culture and has the ability to impact the overall direction of the company.