Our Mission is to partner with our clients to establish and achieve financial goals through objective planning and management of investment assets.
Our Purpose is to help build, manage and preserve the assets of our clients.
Our Clients understand the importance of coordinating and managing their finances today in order to realize their goals of financial security for tomorrow. They also realize that their immediate concerns with family and work can prevent them from the regular time commitment needed to properly manage their finances to achieve future goals. They are willing to enter into a mutually beneficial long-term relationship with professional advisors in order to simplify their own lives. Our clients are interested in working with advisors who will keep them informed of plans best suited for them, not with people who are merely sales representatives.
Each of our clients has specific circumstances, interests and needs. We search for clients whom we can best serve with our particular area of expertise. We feel that it is important to keep the number of clients to a minimum so that we have more time available to truly work with our clients. We pride ourselves on continually striving to take the necessary time needed to attend to every detail of our clients financial security!
Concord Advisors Planning
Concord Advisors planning is an approach to wealth management in which we take a comprehensive view of our clients financial picture and then create a plan to help manage the client’s wealth. We analyze all of our client’s assets from such financial areas as insurance, investments, banking, trust, and estate planning. We create a plan so that individual financial vehicles can work optimally together to contribute to the clients wealth. The following financial planning services are available individually or as part of a comprehensive plan:
- Distribution Planning
- Retirement Income Analysis
- Asset Management
- Estate Planning & Tax Minimization
- Online Wealth Management through our Web Service
- Long Term Care Planning
- Accumulation Planning
- Investment & Risk Analysis Consulting
- Investment Policy Statement Development
- Long Term Disability Insurance
- Life Insurance Needs Analysis
- Education Funding
Tax Preparation Service
The tax preparation season can be a stressful time for clients. Concord Advisors offers a discounted rate for personal tax preparation services for clients with less than $500,000 invested with the firm. For clients with more than $500,000 invested in one of our asset management programs, only an annual $150 members fee is required.
We are qualified in helping your business implement a business protection plan, retirement programs and compensation & benefit packages:
- Employee Benefits
- Tax Qualified Retirement Plans
- Buy-Sell Arrangements
- Business Succession Plans
- Deferred Compensation Plans
- Employment Contract Review for Physicians
Valmark Securities, Inc.
As an independent Broker-Dealer, Valmark Securities is not tied to a specific wire house or insurance carrier. Valmark brings with them over 50 years of experience supporting the financial service needs of Investment Advisors.