Broker Check
About Us. Your Future. Our Services.

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 Culture

 

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

Helpful Content

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

 

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

View all articles arrow

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

View all videos arrow