Falcon Wealth Planning

Name: Falcon Wealth Planning
Address: 1166 East Warner Road, Gilbert, AZ, 85296, US
Telephone: (855) 963-2526
Price range: $$$
Rating: 5

Falcon Wealth Planning: Fiduciary guidance with a personal touch for a confident financial future.

5(5 reviews)

financial-advising

$$$

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About

Falcon Wealth Planning is a Gilbert, AZ financial planning firm offering fiduciary guidance in retirement planning, investments, and long-term wealth building. Clients praise Matthew Shahin for honest, friendly, and clear explanations, a personalized approach, and thorough, fee-conscious planning. The team emphasizes objective portfolio review and planning tailored to cash flow, taxes, and diversification.

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Location

1166 E Warner Rd Suite 101 W, Gilbert, AZ 85296, USA

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Information

1166 East Warner Road

Gilbert, AZ, 85296

(855) 963-2526 www.falconwealthplanning.com/arizona

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Services

Retirement Planning

Custom strategies to secure your financial future and ensure a comfortable retirement.

Investment Management

Personalized portfolio management focused on diversification and minimizing fees.

Wealth Building Strategies

Comprehensive plans to grow and protect your assets over the long term.

Tax Optimization

Expert advice to reduce tax liabilities and enhance your financial efficiency.

Financial Consultation

Free initial sessions to evaluate your goals and provide clear, actionable guidance.

Cash Flow Analysis

Detailed assessment of your income and expenses to improve financial stability.

5.00 · 5 reviews

Overall rating

Bethany Greco

via Google

· 8 months ago

So thankful for the guidance and expertise I was given from Matthew Shahin! Nothing better than working with someone with knowledge AND passion. Thanks for a great experience Matthew!

Jake Winans

via Google

· 10 months ago

Falcon Wealth is an absolutely wonderful company as I have built a great partnership with Matthew Shahin over the past few years. In addition to being a fiduciary and having your best interest at heart, he is honest, friendly, open to discussion and any suggestions, and willing to ensure you are comfortable with the plan. He adequately explains everything in a way I can understand and has been a phenomenal asset. I would highly recommend Matthew and Falcon Weath.

Drew Abraham

via Google

· 1 year ago

At Falcon Wealth Planning in Gilbert, AZ, the team truly goes above and beyond! We worked with Matthew! From the moment you walk in, you feel valued and cared for. Their advisors take the time to understand your goals, explain everything clearly, and create a plan that gives you confidence about your financial future. Whether it’s retirement planning, investments, or building long-term wealth, they provide professional guidance with a personal touch. I couldn’t be happier with the level of service and peace of mind they’ve given me. Highly recommend Falcon Wealth Planning to anyone in the East Valley looking for trusted, 5-star financial expertise!

sarat g

via Google

· 1 year ago

I started consulting with this amazing team, had a couple of my free consulting/planning sessions with Matthew. Not fully engaged their services yet but I can certainly recommend from my first hand experience that they have been very professional, friendly, passionate, upfront with all fees/options, and very informative. IMO, people with growing kids and a reasonable nest egg or investment portfolio, they can be a very valuable partner. Keep up the good work guys!

Steve Giorgi

via Google

· 1 year ago

I had a fantastic conversation with Matthew Shahin yesterday at Falcon Wealth Planning. I’m thinking about retirement, but up to this point was not sure if the strategies I was employing made sense or not. It’s one of those “you don’t know what you don’t know” type things. So, I was looking for a good CFP that would objectively evaluate my portfolio and retirement strategies so that I can make changes now in order to be comfortable and confident when I retire. Matthew delivered! His expertise and clear explanations made understanding my financial future much less daunting. The comprehensive financial planning engagement, covering everything from cash flow and retirement planning to tax and investment strategies, is incredibly thorough. I particularly appreciate the focus on avoiding high fees and ensuring a properly diversified portfolio. Matthew's guidance truly helps in building a solid financial roadmap. I highly recommend Matthew and Falcon Wealth Planning for anyone seeking expert and personalized financial advice!

G.A.C. Income Tax Service, led by Norris, provides thorough, efficient tax preparation for personal and business taxes in Gilbert, Arizona. Clients praise clear explanations, honesty, and dependable, on-time service that delivers peace of mind year after year.

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