Increasing public awareness around financial planning is our passion and our purpose.
We find that many companies are frustrated by the fact that they invest significantly in their employees' benefits, yet many of their employees don’t understand or appreciate those benefits because they’re complex. As an outside third party firm who is also an expert on your benefits program, we can show clients the value of their employer offered coverages and how to use those benefits to their advantage.
Have you discussed how to plan for retirement or college funding, or insurance protection planning issues, or tax savings ideas to your employees? This is our specialty! Let us customize a seminar for your group according to your goals and time allowance. We want participants leave with actionable steps to better their financial situation, and Concord Wealth Management is here to help them along the way.
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