One of the Fastest Growing RIA Firms Works with an In-House CPA

Share Article

Falcon Wealth Planning explains the benefits of having a CFP and a CPA work in tandem to better serve its clients.

News Image
"FW Tax Services serves its clients by affiliating with certified financial planners, creating a synergy through the exchange of perspectives and ideas.”

With 2018 coming to a close and a brand new year on the horizon, Falcon Wealth Planning has brought forward many great changes to their company. Their most recent addition, Falcon Wealth Tax Services, LLP, gives Falcon Wealth a unique distinction amongst most financial planning firms, bringing the knowledge and expertise of financial planning and tax under one roof.

“A goal Falcon Wealth Planning always had was to integrate financial planning with taxes where our mutual customers would be the end benefactor,” Gabriel Shahin, Principal at Falcon Wealth Planning says. “Accountants historically are trained as historians, they look at the past without incorporating the clients overall financial situation. Now with our partnership with FW Tax Services, we can collaborate on not just previous years taxes, but present year and more importantly, future years! This type of planning can help save tens of thousands, if not hundreds of thousands.”

“CPAs are traditionally compliance-oriented professionals focused on the correct application of tax law to file tax returns.” Pete Gautreau, President of Falcon Wealth Tax Services explains. “Rarely do they seek to identify opportunities within the code to achieve current savings and plan for future financial opportunities. FW Tax Services serves its clients by affiliating with certified financial planners, creating a synergy through the exchange of perspectives and ideas.”

It’s no question that Falcon Wealth will be setting the benchmark for other firms in the industry on how to secure their clients needs and future with teamwork. “CPAs and financial planners are often adversaries when serving a mutual client,” Pete adds. “They are trained differently and offer familiar perspective, often leaving a client to decide among alternatives. At Falcon Wealth Tax Services, CPAs and CFPs are partners, allowing them to learn from each other and create win-win solutions for their clients.”

About Falcon Wealth Planning
Falcon Wealth Planning is a full service Financial Planning Firm (https://www.FalconWealthPlanning.com) which 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 Adivsor that specializes in tax efficient retirement income and helping our clients achieve their financial goals.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Rachel Vonbank JD
Visit website