Falcon Wealth Advisors - The Fountain Of Wealth

This week on Upticks, Jake Cross, CFP®, joins me to discuss a variety of insurance products. We discuss the pros and cons of each and the potential pitfalls to be aware of. If you would like us to review your insurance, don't hesitate to contact us to schedule a time to meet.   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 15 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 financial planning topics.