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
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
To choose a plan, it’s important to ask yourself four key questions.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Practical Moves to Safeguard Your Financial Progress
Explore these strategies to help protect your purchasing power in a world of rising costs.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
When Markets React
When markets shift, experienced investors stick to their strategy.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?