Jeffrey Valle is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Falcon Financial Group, LLC in Morristown, NJ and the surrounding communities.
Whether it's developing a fee-based financial plan, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide up-to-date and cost-effective financial strategies to our valued clients.
The keys to our firm's success are our professional excellence and integrity, and our constant pursuit of open communication and an in-depth understanding of each of our client's unique financial needs. Our associates credentials, experience and principled approach allow us to deliver on our promise of personalized service and provide an added level of comfort and confidence for our clients.
We look forward to helping you take control of your financial future.
A lifelong resident of NJ, Jeff began his financial services career immediatly following College in 1993. Jeff earned his Bachelor of Arts degree from
Jeff believes in being "a student of the game". He furthered his education by earning the Chartered Financial Consultant designation in 1998 and the Chartered Life Underwriter designation in 1999 -- both from The American College. Jeff also completed the course work for a Wharton Certificate in Retirement Planning. In addition to those credentials Jeff earned the CFP® - CERTIFIED FINANCIAL PLANNER™ designation from the CFP board of standards. Most recently, Jeff completed coursework in advanced asset allocation at the Faculty Club at Harvard University. In the business of advice, you must have knowledge of your business and educate your clients to help empower them to make good decisions.
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As financial planners, we are sometimes called on to assist with some of the sadder events in life – for example, death, disability and divorce...
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Two of the first and most important decisions to make are:How much to withdraw annually from your nest eggWhat accounts to draw fromThe...
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It turns out that the “lost decade” of zero growth not only pertains to the stock market, but to personal income too. The U.S. Census Bureau...
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Last night during strength training class, our leader, Lori, wanted us to know that she would whip us into shape. “No breaks,” she said. “I can...
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You’ve learned plenty of consumer lessons haggling with automobile dealers to buy a car, reckoning with rental apartment leases and landlords,...
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What is a FSA?Health care Flexible Spending Accounts, FSA’s, are benefit plans established by employers to reimburse employees for healt...
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Saving for retirement, or whatever you choose to call your post-earning years, is something that everyone should plan for. You can’t start too...
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By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF Last Updated: May 7, 2012Dr. Lee Hausner,...
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“I can’t believe I am a week away from when my tax return needs to be filed”. I am sure that there will be a few people who are reading this...
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