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Falcon Wealth Planning
Falcon Wealth Planning : Des conseils fiduciaires personnalisés pour un avenir financier en toute confiance.
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Falcon Wealth Planning : Des conseils fiduciaires personnalisés pour un avenir financier en toute confiance.
Falcon Wealth Planning est une société de planification financière basée à Gilbert, Arizona, qui offre des conseils fiduciaires en matière de planification de la retraite, d'investissements et de constitution de patrimoine à long terme. Les clients louent Matthew Shahin pour ses explications honnêtes, amicales et claires, une approche personnalisée et une planification approfondie et soucieuse des frais. L'équipe met l'accent sur une évaluation objective du portefeuille et une planification adaptée au flux de trésorerie, aux impôts et à la diversification.
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Des stratégies personnalisées pour sécuriser votre avenir financier et garantir une retraite confortable.
Gestion personnalisée de portefeuille axée sur la diversification et la réduction des frais.
Des plans complets pour faire croître et protéger vos actifs sur le long terme.
Des conseils d'experts pour réduire vos impôts et optimiser l'efficacité de vos finances.
Séances initiales gratuites pour évaluer vos objectifs et fournir des conseils clairs et concrets.
Évaluation détaillée de vos revenus et dépenses pour améliorer la stabilité financière.
Note globale
Bethany Greco
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
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
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
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
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!
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