Las Vegas, NV
Book an appointment with a licensed financial planner
Whether you are exploring financial planning, an accounting firm looking for a planning partner, or a foreign national with assets in the U.S., tell us what you are trying to solve and we will come back with real options — usually the same business day.
The fastest way to get an answer is to call or book an appointment on our calendar. If you would rather write it out, use the form and include what prompted you to look — that is normally enough for us to prepare a meaningful conversation before we speak. Accounting professionals can simply say what their clients keep asking about.
There is no cost for the consultation, no obligation to move forward, and we will not add you to a marketing list. If your current plan is already right for you, we will say so.
- Phone
- (725) 275-3607
- Email — Financial planning
- flores_jaime@falconpg.com
- Partnership inquiries
- Flores_Jaime@nlgroupmail.com
- Service area
- Las Vegas · Summerlin · Henderson · North Las Vegas · Spring Valley · Enterprise
- Licensed in
- TX · CA · UT · AZ · WA · FL · COCA Insurance License 0M59814
- Languages
- Fully bilingual — English and Spanish
- Hours
- Monday–Saturday, 9:00 AM – 5:00 PM. Evening appointments available.
What happens next
- We confirm your goals, income and what you are trying to solve
- You receive a side-by-side comparison of real options
- You decide — move forward, wait, or keep what you have
Prefer to talk right now?
Call (725) 275-3607 and speak directly with a licensed Las Vegas financial planner, in English or Spanish.