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
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Safeguarding Purchasing Power Across Generations
Help protect what your wealth can do now and across generations.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?