Falcon Consulting · Financial Centre
Clear sight for the years ahead.
Falcon Consulting helps San Antonio families and business owners protect what they have built and plan, calmly, for what comes next.
It starts with a conversation, and the first one is on us.
Complimentary
Every consultation, no obligation
Mon – Sat, 9 – 7
Central time
Tesoro Drive
San Antonio, Texas
The consultations
Choose your conversation. Every one is complimentary.
Pick the meeting that fits where you are, then a time that suits you. All times are San Antonio (Central) time.
Free Discovery Call
20 minA relaxed first conversation: where you are today, what matters most, and how we can help.
BookFinancial Needs Analysis
1 hrA complete look at your income, coverage, savings and goals, and a clear picture of any gaps.
BookFamily Protection Review
45 minLife insurance, disability income and legacy, reviewed against what your family would need.
BookRetirement & Long-Term Care Session
1 hrHelp your savings last, and plan for extended care before you ever need it.
BookCollege Funding Session
45 minPractical ways to support your children’s education while still saving for yours.
BookBusiness Owner Strategy Session
1 hrProtection and planning for owners and employees, so the business is ready for what comes.
Book
How we help
Eight ways to protect the life you’ve built.
One conversation is enough to work out which of these matter to you.
Insurance Protection
Prepare for the unexpected, so the life you have built is protected.
Life Insurance
Simple, affordable coverage, or a policy that also builds retirement income.
Retirement Strategies
Retire without compromising your lifestyle or worrying about your nest egg.
College Funding
Support your children’s education while still saving for your own future.
Business Strategies
Protection for owners and employees, so the business is safe if something happens.
Long-Term Care
Plan now, so extended care is covered if and when it is ever needed.
Legacy Strategies
Keep your estate intact and your loved ones secure, working with your attorney and tax professional.
Disability Insurance
Keep an income coming in, even if an injury stops you from working.
The firm behind your plan
Falcon Consulting. Protection first, then a plan that fits.
We work with individuals, families and small business owners on the parts of financial life that are easy to put off: making sure the people you love are protected, preparing for retirement, funding college, planning for long-term care and leaving a legacy.
Where it helps, we work alongside your attorney and tax professional so everything fits together.
“Every conversation starts with you — your family, your work, your goals — not with a product.”
Falcon Consulting
San Antonio, Texas
How working together works
Three unhurried steps.
A free discovery call
Twenty minutes about where you are and what matters most to you. No pressure, no jargon.
Your needs analysis
Income, coverage, savings and goals, looked at together, so any gaps are plain to see.
A plan, and someone in your corner
You choose what is right for your family, and we revisit it as life changes.
Our commitments
What you can count on, in writing.
The first meeting is free
Every consultation is complimentary, with no obligation to buy anything.
Plain English
You will understand every option before you decide anything.
Your pace
A good plan is one you are comfortable with. Nobody will rush you.
Your advisers, together
We work alongside your attorney and tax professional.
Questions
Before you book.
Is the consultation really free?
Yes. Consultations are complimentary, and there is no obligation to buy anything. The point is for you to understand your options.
I already have life insurance through work. Do I need a review?
It is worth checking. Coverage through an employer is often a fixed multiple of salary, and it may not follow you if you change jobs. A review shows how it compares with what your family would actually need.
What should I bring to a financial needs analysis?
Whatever you have to hand: any existing policies, retirement or savings statements, and a rough idea of your monthly income and expenses. If you do not have everything, come anyway. We can fill in the gaps together.
Will you work with my attorney or tax professional?
Yes, especially for legacy strategies, where we work alongside your attorney and tax professional so everything fits together.
Your first conversation
Let’s talk about your future.
Book a complimentary consultation at a time that suits you, Monday to Saturday, 9 am to 7 pm.
Visit
8918 Tesoro Drive, Suite 239
San Antonio, TX 78245. Please book ahead so we can be ready for you.
Hours · Central time
Monday – Saturday, 9 am – 7 pm
Sunday closed.
Reach us
(210) 803-6142
Or send us a message below.
Call us
Write to us
Rather write first? Send a message.
A question before you book, or something you would like us to know. We reply within one business day.