Concord Financial Group

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing*, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

*Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc., Member FINRA/SIPC,  Broker/Dealer and Registered Investment Adviser, 500 Franklin Ave, Suite 5, Berlin, MD 21811. (410) 629-0357.  All other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

 
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Newsletters

Save the Date

There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

Shelter Your Retirement Lifestyle

An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.

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