Retirement and Estate Planning
Retirement Our retirement planning support doesn’t end after the planning process. Even after you retire, we are here to help you determine how to receive your retirement benefits in a tax efficient manner and position those assets to complement your retirement needs going forward. By focusing on...
Investment Services
Our investment process begins with an in-depth analysis of your current situation. Once we've established your over-arching objectives, we'll focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an...
Fee-Only Financial Plan
An additional service offered by our firm is a Fee-Only Financial Plan. Through this service our clients can select to receive a complete financial plan, but with no ongoing wealth counsel or investment management executed by Concord Financial Group. The client may choose to implement the plan with...
Meet Our Managing Partner
