Our team of experts is ready to assist in consulting, designing, implementing and managing the right qualified retirement plans for your clients.
We are solely focused on the plans, enabling you to focus on other aspects of your clients’ financial success. Our goal is to provide an efficient and easy environment for them to interact with you and us as their team.
When you refer your clients to us, we help them:
We are not tied to any investment company so your client has the flexibility to put the plan where it works best for them without worrying about our having any conflicts of interest.
A well designed and operated qualified retirement plan can also help your clients attract and retain the best employees.
Learn more about our services by contacting us today to discuss the benefits of working with Falcone & Associates for their retirement plan needs.
Our mission is to help you and your employees with the best possible benefits provided by a qualified retirement plan. We want you to understand what is being done and how it will help you, your business and your employees.
We streamline our processes in a way that works best for you. We are here to help you in all phases of designing, implementing and managing your qualified retirement plan.
We do not hide behind service agreements. You know our services and your costs with the utmost transparency.
We are not cookie cutter or generic—one size does not fit all. Your custom-tailored qualified retirement plan is designed specifically for your business.
Any question or problem you may have, our professionals are here to guide you every step of the way.
We want to know you. We want you to know us. We value our relationships. While we prefer in-person meetings, we are happy to work whichever way you feel is best.
We help you understand and complete the necessary tasks to ensure you are in compliance with regulations.
