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About Us. Your Future. Our Services.

How We Do Business

 

Our experienced professionals have helped many people just like you pursue their financial objectives.

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Keeping You Informed

 

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Our Culture

 

Our team approach offers a range of services to provide more diverse benefits to our clients.

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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.

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Helpful Content

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

Four Great, Unexpected Places to Raise a Family

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

 

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

My Retirement Savings

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

Saving for College

This calculator can help you estimate how much you should be saving for college.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

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

Principles of Preserving Wealth

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

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.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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