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
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Exploring Retirement Plans for Small Businesses
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Strategies to Defend Purchasing Power Across Generations
Keep your wealth working by preserving purchasing power over time.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.