Thomas C. Falkner, CFP®

I’m a co-founder of Legacy Financial who understands the challenge of managing personal and business finances while running a company because I’ve lived it. This is why I’m committed to helping entrepreneurs in their 30s, 40s, and 50s tackle tough financial questions, build a plan, and leverage resources to achieve their goals.

Most business owners don’t have the time to research tax planning, investing, cash flow optimization, estate planning, the best retirement vehicles, etc. That’s where I come in – I love problem solving and breaking down complexities to make things simple, whether that’s reducing taxes or saving for retirement. I geek out on how to help people financially. It’s what drove me to get my CFP® certification and why I blog about what I’ve learned from the latest financial books and articles. I am here to use what I’ve learned to help you grow your business and live your best life.

Like many entrepreneurs, I’m motivated by building a legacy. For me, that means serving my family, clients, and community by providing resources and support to turn their dreams into reality. My goal is to be your partner in financial planning and problem-solving as you build your legacy.