As an independent Investment Financial Services Firm, Falkowski Financial has been committed to providing comprehensive Financial Services for more than half a century to our clients.
Albert Einstein once said " Try not to become a man of success rather a man of value." at Falkowski Financial we strive to offer the most value through the highest level of service.
Capitalizing on our resources and products, we will develop strategies to help execute a thorough plan to pursue your financial objectives.
Our office combines a wide range of financial services with a client-centered philosophy.
Helpful Content
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
U.S. Personal Savings Rate
What can be learned from the savings rate?
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Spend Purposefully Without Derailing Your Progress
Simple systems can help you spend with purpose year-round, without relying on constant willpower to stay on track.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.