We are dedicated to providing investment management and strategic wealth planning to families and small business owners who are proactive about their financial future. Simply put, we strive to be our client’s trusted financial advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions designed to achieve long term life goals. Working with you to help you retire comfortably, we then work with you to stay comfortably retired.
Falcon Financial does this with the highest levels of trust, integrity and respect while always collaborating using a team approach. As a CERTIFIED FINANCIAL PLANNER Professional I have a fiduciary responsibility to my clients to put their best interest first and to be transparent about costs and services. Christi also holds the Retirement Income Certified Professional, RICP, designation. Continuing education and research are important to me.
We are dedicated to supporting, educating, and providing informed direction to each and every client.