Skip to main content
menu
  • Home
  • About Us
    • Our Team
    • Our Process
    • Our Philosophy
  • How We Help
    • Business Owners
    • Families
    • Individuals
  • Product and Services
    • Asset Allocation
    • Business Succession Planning
    • Insurance
    • Retirement Planning
  • Client Portal
  • Blog
  • Contact Us

Blog

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Jun 2, 2023
Categories
Finance
Education
Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks...
Read More

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Apr 19, 2023
Categories
Finance
Tax Planning
There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million...
Read More
default blog image

Paws and Effect - The annual cost of pet ownership and how to reduce costs

Apr 12, 2023
Categories
Finance
Lifestyle
There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With...
Read More

Do You Still Need Life Insurance When You Retire?

Apr 5, 2023
Categories
Insurance
4 Reasons You May Consider Keeping It When it comes to retaining life insurance in retirement, there are two schools of...
Read More

Preparing for an Early or Unexpected Retirement

Mar 29, 2023
Categories
Retirement
More Americans are retiring earlier than you might think Planning for retirement is without a doubt a long-term project...
Read More

Personal Liability Protection

Mar 22, 2023
Categories
Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an...
Read More

What are the Benefits of Saving Early?

Mar 15, 2023
Categories
Savings
Finance
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who...
Read More

The Pros and Cons of Investment Apps

Mar 8, 2023
Categories
Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional...
Read More

Investment Strategy: Where You Are Now vs. Where You're Headed

Mar 1, 2023
Categories
Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
Read More

Organization Tips to Help Take Time off Taxes

Feb 22, 2023
Categories
Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Read More

Living the Dream: How to Plan for Your Ideal Retirement

Feb 15, 2023
Categories
Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t...
Read More

5 Year-End Tax Planning Opportunities

Feb 8, 2023
Categories
Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Next page Next ›
  • Last page Last »

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Website navigation

  • Home
  • About Us
    • Our Team
    • Our Process
    • Our Philosophy
  • How We Help
    • Business Owners
    • Families
    • Individuals
  • Product and Services
    • Asset Allocation
    • Business Succession Planning
    • Insurance
    • Retirement Planning
  • Client Portal
  • Blog
  • Contact Us

Company address

204 Main Street
Suite 222
Trussville, AL 35173

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. CFS is independent of Cetera Advisors LLC.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
 

Online Privacy Policy | Important Disclosures | Business Continuity | Privacy Promise | Order Routing Disclosure | Cetera Advisors 

 

© 2023 Falkner Financial Advisors All rights reserved.