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Welcome to Falcon's Rock
Falcons Rock Investment Counsel, LLC was created to provide advisory services to
select individuals, the charitable organizations they donate to, the businesses
they own, and the qualified retirement plans they sponsor. Our firm is dedicated to helping clients achieve their financial aspirations, and to do so with honesty, integrity, and care.
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What's New? We have experienced interesting situations with our clients. To update you on our firm’s activities, check out examples of recent work we have done for our clients...more
We have recently developed a unique new 401(k) plan design, which we have labeled the Target 401(k) Plan. This design is gaining national exposure, and Mr. Wait has authored an article, featured in the Fall 2006 issue of the Journal of Pension Benefits, describing the conceptual design.
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Individual
Investor Services: |
Institutional
Investor Services: •Performance Measurement & Evaluation... more |
The Target 401(k) Plan: |
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