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
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
View all articles 
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
View all calculators
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?