| Name | Title | Contact Details |
|---|---|---|
Jay Henderson |
Vice President Sales | Profile |
Tegan Ellis |
Regional Director of Sales | Profile |
Matt Bailey |
Director of Finance | Profile |
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.
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We hope this Web site feature is a valuable tool as you learn more about CENTRIX Financial, our services and our customers. We appreciate your interest in our organization and we look forward to being an excellent resource for you. If you have
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