For Our Clients

Falcon Financial, we’re passionate about keeping our clients and their families in the loop about financial trends and economic trends that may impact their wealth. If you’re interested in being notified for future seminars and special events, please fill out the form below.

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Disclosure

Clay Blanton (CA Insurance License #0D39729), Fred Rich (CA Insurance License #0E38994), Derrick Linman (CA Insurance License #0K68575), and Jeremy Johansen (CA Insurance License # 4047257) are agents of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the state of CA. No insurance business may be conducted outside of the state referenced.

Clay Blanton, Fred Rich, Derrick Linman, and Jeremy Johansen are Financial Advisors offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, in the state of CA. As such, these services are strictly intended for individuals residing in the state referenced.

Clay Blanton, Fred Rich, Derrick Linman, and Jeremy Johansen are Registered Representatives of and collectively offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside the specific state referenced.

Eagle Strategies and NYLIFE Securities are New York Life companies. Falcon Financial & Insurance Solutions, Inc. (CA Insurance License #0L13840) is not owned or operated by New York Life, NYLIFE Securities, Eagle Strategies or any of their affiliates.

Neither New York Life nor Falcon Financial & Insurance Solutions, Inc. or any of their representatives provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals regarding your particular situation.