Falcon Wealth Advisors - The Fountain Of Wealth

Jake Cross, a member of our Financial Planning Group at Falcon Wealth Advisors, recently joined Jake on Upticks to discuss myths around taxes. While we don’t offer tax advice at Falcon Wealth Advisors, we do offer tax planning for clients and strategize with them on how to limit their lifetime tax burden.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!               Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financ