Bob was the youngest in his family of 9, and although the family lived very frugally, he never worried about his parents financially because they had a pension, social security, and his dad was a veteran. However, after dementia forced both parents out of their house, they did not have the financial means to choose where they spent their final days.
Very few professionals have pensions today, and the retirement savings of most Boomers and Gen X’ers is grossly inadequate. They have neither the professional expertise nor the time to determine how well they will be able to live out their retirement years. Falcon Wealth seeks to educate and liberate this demographic from these uncertainties and to help them make adjustments (where necessary) so that their retirement lifestyle embodies and embraces their vision of life after work.