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
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
Teaching Kids About Money Early: Financial Habits That Stick
Everyday conversations and simple habits can help kids build lasting financial skills from an early age.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
5 Habits to Adapt Your Financial Strategy For Retirement
Build confidence with these 5 habits that can help you adjust and manage your income, spending, and savings in retirement.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.