The Financial Process

Make Your Future Your Future.
What adventures do you have planned for your retirement?

Wealth Planning

Your life doesn’t end with work. Your legacy extends far beyond your life. 

What kind legacy do you want to leave? What do you want to accomplish during retirement? Who would you like to see your hard-earned money benefit in the years to come?

  • Retirement

  • Accumulation

  • Estate & Tax

  • Legacy & Philanthropic

  • Multi-Generational

  • Small Business

Investment Management

You should invest with a checklist in mind. Rather than thinking about returns as a number, think about them as a means to achieving your life goals. 

Let’s set up your portfolio with your goals in mind and work backwards to the dollar amount from there.

  • Goal-Based Strategy Design

  • Portfolio Construction

  • Risk Management

  • Tax Optimization

  • Asset Allocation

  • Performance Benchmarking

Alternative Solutions

Alternative assets may provide uncorrelated market performance. These could be a great fit for your portfolio. 

The biggest hurdles most people face in accessing alternative assets are access and education. 

We help you overcome these obstacles and think about the next steps for your portfolio.

  • Private Equity/Pre-IPOs

  • Syndicate & Investment Banking Issuances

  • Institutional Real Estate

Service from Anywhere

Meeting with our team is secure and easy—even when done remotely.

  • Secure Video Conferencing

  • Secure Screen Sharing

  • Secure Client Portal

  • Private Client Vault File Storage

  • Encrypted Email

Let's Invest Together.
302.478.4707  |

Securities offered through National Securities Corporation (NSC), Member FINRA/SIPC. Advisory services provided through National Asset Management, Inc. (NAM), an SEC Registered Investment Advisor; a copy of NAM’s brochure is available on NAM’s website. This brochure supplement (Form ADV Part 2B) provides information about Ephimia Coumanakos that supplements the National Asset Management, Inc. brochure. Fixed Insurance products offered through National Insurance Corporation (NIC). Accounts are held at National Financial Services (NFS), LLC, a Fidelity Investments® company. We currently have individuals licensed to offer securities in the states of Delaware, Pennsylvania, New Jersey, Virginia, Florida, Rhode Island, Massachusetts, Ohio, Illinois and California. This is not an offer to sell securities in any other state or jurisdiction. Investing involves risk including loss of principal. Concord Financial Group, LLC is not affiliated with National Securities or any of its affiliates. The information provided is not directed at any investor or category of investors and is provided solely as general information about products and services or to otherwise provide general investment education. None of the information provided should be regarded as a suggestion to engage in or refrain from any investment-related course of action as neither National Securities nor its affiliates are undertaking to provide you with investment advice or recommendations of any kind.

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