Concordia is a boutique, fee-only financial planning and wealth management firm with a mission to provide comprehensive wealth planning services with the highest quality of service, integrity and professionalism to people and businesses interested in a customized approach.
Overwhelmed with information from the web, magazines, friends and colleagues. How do you know who to listen to?
Struggling to find the time to figure out the most prudent options for your specific financial situation.
Concerned the advice you get may not be in your best interest, or may conflict with the advice of other professionals.
As a fiduciary, Concordia must put the concerns of our clients first. This means every decision we help clients make has to be the absolute best decision for the client…not the best decision for us. We walk clients through a unique process that helps us both better understand the purpose behind your financial goals and aspirations.
The better we know the “why” behind the financial decisions, the better our chances of being mutually invested in the success of those financial decisions.
Financial planning is about three things: finding out where you stand financially, naming your personal financial goals, and creating a plan to reach those goals. It's that easy!
Investment management is about making the most of your money so you can reach long-term goals: No matter how much you have invested, it’s important to ensure every dollar is optimized.
Receiving conflicting advice never helps anyone. We'll coordinate with your attorneys, CPA's, and anyone else on your team to make sure we're all working toward the same goals.
With SAGE Tuition Rewards, students will earn guaranteed minimum scholarships at over 455 participating private colleges and universities across America! The scholarships can equal up to one full year’s tuition!
Each Tuition Rewards Point is equal to $1.00 in tuition discounts if the student attends a participating college or university. The accumulated points represent the minimum scholarship (grant or other institutional discount) that the student will receive.
35,000 Tuition Rewards Points represent a guaranteed minimum $35,000 scholarship at our member colleges. Your loved-one may receive more, but is guaranteed not to receive less!
Tuition Reward Points accrue like frequent flyer miles and are earned by based on investments implemented with Concordia Wealth Planning. What makes Tuition Rewards even more unique is that you don’t have to use the investment earning Reward Points to pay for college! How you pay for college is your choice.
* SAGE Tuition Rewards is available for clients who wish to have Concordia implement investment advice through the Investment Management add-on
