The person you choose to manage your family’s future shouldn’t be an unattainable, unreachable figure that you only speak with once a year. Your relationship with your financial advisor should be just that: a relationship.
At Concord Financial, we place a great deal of emphasis on the importance of making sure that you are involved in, understand, and support the process by which we address your over all needs. We are committed to knowing you personally and through your own, unique circumstances. What are your motivations? How are you going to use your money? How do you plan to spend your retirement?
Planning for your future alone can be confusing and intimidating. We want to stand by you every step of the way as your financial coach, educating you on the planning process, creating a more holistic approach to your family, tax, estate and wealth management.
We are truly independent advisors: if something isn’t working in your portfolio, or your circumstances change, then we aren’t afraid to change it. In this way, your concerns become our concerns. We take financial planning personally.
From Ephie Coumanakos, Managing Partner at Concord Financial Group:
“I strive to meet my clients on a quarterly basis. I believe that each review should be meaningful and educational, and the focus of my work is to design a plan that clients can comprehend at inception and even then moving forward.”