As your independent financial advisor, we provide services to suit your needs; we are not here to just sell you products. Our priority is to help you attain your personal, business and financial objectives. After discussing your financial goals, we will help you to make informed decisions regarding your unique situation.

Some of our overall services include wealth management, money management, annuities, estate and retirement planning, college planning, life insurance, long-term care and incidentals.

 

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...