Offering individualized financial & investment planning services
CHAMPIONING YOUR INTERESTS
Personalized. Comprehensive. Client-focused.
COMPREHENSIVE FINANCIAL PLANNING
We believe in a holistic approach that considers all aspects of your finances, so that you may enjoy financial stability in every phase of your life.
Our planning strategies can assist you in getting the most out of your hard-earned money today while enjoying an independent retirement tomorrow.
We recognize unforeseen risks that threaten your financial stability, and offer solutions to mitigate those risks.
We work closely with estate attorneys to design plans that help transfer wealth, preserve your family's assets, and minimize taxes.
To get to know you and understand your personal vision of financial success,
so that together we can develop and implement a comprehensive strategy that helps to address your needs, wants and long-term goals.
Every person, family and business has a different vision of financial success. Whether you want to retire comfortably, put your children through college or save money on your taxes, our focus is on you and your individualized goals.
We recognize that there is tremendous value in monitoring your entire financial picture ... and not just your investments. Our clientele include accomplished individuals, families, retirees, executives, and athletic professionals who recognize and appreciate the importance of having financial professionals advocating on their behalf -- those who are willing to take the necessary extra steps to ensure ongoing, comprehensive oversight of their various estate, tax, retirement, investment and insurance planning needs.
Concord River Financial is built on a foundation of thoughtful client relationships. Our team will be there for you as a supportive resource in both good and bad times, so that you are never alone when deciding which economic path to take.
All of us at Concord River Financial sincerely respect, understand, and appreciate the time and hard work you've applied in building your current financial foundation. Our team works tirelessly to preserve and manage what you've built.
Learn more about us.