FW
Falcon Wealth Planning
Naviguer vers votre avenir financier avec expertise et bienveillance
4.8
Business
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Naviguer vers votre avenir financier avec expertise et bienveillance
Falcon Wealth Planning, situé à San José, Californie, se consacre à fournir des services de planification financière d'exception, axés sur les stratégies de retraite. Avec une note parfaite de 5 étoiles de la part de clients satisfaits, le cabinet, dirigé par Ron Guay, met l'accent sur le professionnalisme, la transparence et des approches financières personnalisées et holistiques. L'équipe est fière d'évaluer en profondeur les situations financières des clients, veillant à ce que chacun comprenne clairement ses options et les parcours de planification. Que vous envisagiez la retraite ou que vous cherchiez à affiner votre stratégie, Falcon Wealth Planning est là pour vous guider à chaque étape.
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Des stratégies complètes pour vous aider à planifier et à préparer une retraite sécurisée, avec des projections détaillées et des options.
Évaluations personnalisées de votre situation financière actuelle, avec des explications claires et des conseils pratiques.
Des conseils d'expert sur les options d'investissement adaptés à vos objectifs et à votre tolérance au risque pour une croissance à long terme.
Gestion holistique de vos finances pour optimiser vos actifs et planifier votre sécurité financière future.
Des séances pédagogiques et approfondies pour vous aider à comprendre des concepts financiers complexes et à prendre des décisions éclairées.
Note globale
Melissa McGann
A big THANK YOU to Ron for your assistance as we start to thoughtfully navigate our plan for retirement! Our meetings with you were very beneficial in helping us have a holistic approach to our finances, and we look forward to working with you over the coming years.
Ram
I have had the pleasure of working with Ron Guay and found him to be very knowledgeable, understanding and most importantly customizing the actions to what is best and really needed for me. Very happy with his knowledge and work and would happily recommend him.
garjo27
Kevin Mayo was extremely helpful in evaluating and making meaningful recommendations to my current retirement plan. His analysis covered strategies for retirement account withdrawals,, IRA conversions, Tax optimization, as well as goal and legacy planning. I highly recommend giving FWP an opportunity to review your current retirement plan and objectives.
Noorin Bhanji
If you are looking for a financial advisor who is smart, a great communicator, patient, and generous with their time and expertise -- you must contact Ron. I have a fairly nascent understanding of finances, and found Ron to be a great partner - he has a uniquely excellent ability to explain concepts I couldn't understand. He helped me plan future scenarios, and gave me the confidence and information I needed to set up my financial future.
Pedro Morales
I had the pleasure of having retirement planning done with Ron Guay, from Falcon Wealth Planning. Ron was extremely professional, and more over, caring. He always took great care to clarify the current situation and possible short/long term futures. The planning was divided in very clearly structured sessions where Ron went into great detail explaining the assumptions, the different choices and the possible outcomes. I must say that after having done this I have a much better understanding of what I need for retirement, a better plan and a confidence on how I'm going forward. Greatest appreciation to Ron Guay and Falcon Wealth Planning!
Areeb Hafiz
I met with Chris Carreon today who offered a complimentary financial review that lasted for an hour and a half, and I cannot emphasize how valuable his input was. It wasn't life-changing advice that he offered, it was the free education summarized in a manner that was easy for me to understand. The only reason I was looking for a financial advisor was because I do not have the time, experience or education to invest and allocate my finances. Not once did he try to offer me any brand-specific deals/investments/products. I spent years trying to invest on my own, but I could not dedicate the hours of learning required to "beat the market". Chris laid out high-level recommendations of how to allocate my finances. He offered me many options, but not too many to overwhelm or confuse me, to get me started on my own. He offered me a second complimentary financial review next year to hold me accountable and see how I've implemented his suggestions.
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