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Falcon Wealth Planning, Inc. 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 Advisor and specialize in tax efficient retirement income and help our clients achieve their financial goals. What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.
Palos Capital Inc. is a MontríŠal, QC-based company in the Financial Services sector.
Founded in 1989, Riverside Partners is a Boston-based middle market private equity firm currently investing Riverside Fund VI, L.P. The fund focuses on growth-oriented companies primarily in the healthcare and technology industries. Riverside Partners is particularly experienced at partnering with founders, owners and management teams and it brings substantial domain expertise and operating experience to its portfolio companies. Riverside typically invests in North American companies with $3-15M of EBITDA that operate across a wide spectrum of the healthcare and technology industries. As entrepreneurs ourselves, we appreciate the challenges of growing businesses and understand the goals and perspectives of business owners and managers. We are more than just financial investors; we are business builders, applying our deep industry expertise, as well as our operating, consulting and investing experience to understanding the fundamentals of businesses and to identifying opportunities for further value creation.
Robbins Futures is a Chicago, IL-based company in the Financial Services sector.
We pride ourselves in maintaining a collaborative relationship among all of our partners and portfolio company executives, ensuring all portfolio companies access to the full range of the firm's experience and intellectual resources. BPOC evaluates,