ONTARIO, Calif., Nov. 18, 2018 /PRNewswire-PRWeb/ -- 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.
SOURCE Falcon Wealth Planning