How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
Keeping You Informed
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Our team approach offers a range of services to provide more diverse benefits to our clients.Learn More
Understanding Today's Financial Environment - for You
Hello! Here at Concord Wealth Management, we understand that individuals face unique challenges as they prepare for their futures. And we're here to help.
Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial objectives.
Let our professionals take the mystery out of preparing for today and tomorrow. Let's work together through all stages of your life.Contact Us
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Saving for College 101
Here’s a crash course on saving for college.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
When you’re married and have children, insurance needs will be different.
Here are six flags that may make your tax return prime for an IRS audit.
Try these activities to keep your brain sharp.
Do you know where the idea of “retirement” comes from?
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Healthy habits are one of the greatest gifts to give your child.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Here’s a quick guide to checking to see if you have unclaimed money.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What is your plan for health care during retirement?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.