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Your financial journey begins here.

Whether you’re beginning your career, eyeing retirement, faithfully saving for the future, or joyfully spending today, Concordia’s services are designed to be flexible and customized to fit your circumstances.

Basic

Ideal for individuals seeking streamlined financial planning

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Includes:

Concordia’s Priorities™ Process

Cash Flow & Budgeting Analysis

Investment Recommendations

Retirement Savings & Strategy

Tax Planning, Insurance Review, & Estate Planning Checklists

30-Day Follow Up & Review

Annual Review Meeting

Learn More About Basic

Advanced

For those looking for a more in-depth analysis of their financial situation

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Includes:

Everything from Basic Plan

Detailed Investment Analysis

Customized Tax Planning Analysis

Customized Insurance Assessment

Estate Plan Summary & Assessment

SAGE Tuition Rewards?

Semi-Annual Review Meetings

Learn More About Advanced

Comprehensive

Our most robust offering designed to handle complex financial needs

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Includes:

Everything from Advanced Plan

Estate Planning Intentionality Meeting

Advanced Tax Planning Strategy

Advisor Collaboration with Other Financial Professionals

Business Planning

Next Generation Planning and Involvement

Tri-Annual Formal Review Meetings

Learn More About Comprehensive

Basic and Advanced Wealth Planning Programs are available on an ongoing, annual basis, or as a one-time service for those who are seeking initial guidance prior to managing their own wealth planning.

Customize Your Plan with Add-Ons

Add-On

Investment Management

While all three of our planning programs include Investment Advice, this flat-fee add-on is ideal for individuals who want peace of mind, knowing that their investments are being professionally managed, and carefully watched by our team of experts.

Calculate your price by answering a few questions:

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Add-On

Professional Coordination

Discover an easier way to find and work with various financial, tax and business professionals, all under one umbrella. Our vast network of pre-screened professionals can provide you with the specialized expertise you need for services such as tax preparation, financial coaching, payroll services, business consulting and more.

Let us build a team of professionals working for you:

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Program Pricing

Concordia’s team determines each program’s fee based on a client’s net worth, income and the projected complexity of the client’s planning. The fee is then discussed and negotiated with the client, and is charged annually for the period agreed upon.

Try our Fee Calculator to get a quick estimate!

You don’t need to be extraordinarily wealthy to benefit from wealth planning services!

We welcome anyone who wants to proactively plan for their future, navigate a life transition, or stay up to date with their current financial landscape.

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Basic

Ideal for individuals seeking a streamlined financial plan, the Basic Wealth Planning program offers a simplified approach to address your key financial goals. We focus on the essentials and deliver a concise plan tailored to your needs.

The Basic Planning program includes a basic financial plan, our signature Priorities™ Process, planning recommendations, and basic investment recommendations.

This program is available on an ongoing, annual basis, or as a one-time service for those who are seeking initial guidance prior to managing their own wealth planning.

 

*Wealth Planning Programs provide advice only and do not include any implementation of the advice. Implementation services are sold separately.

Advanced

For those looking for a more comprehensive analysis of their financial situation, the Advanced Wealth Planning program provides deeper insights and strategies to optimize your wealth management.

The Advanced Wealth Planning program includes everything in our Basic program, comprehensive financial planning recommendations, as well as detailed analysis of taxes, insurance, estate, and investments.

This program is available on an ongoing, annual basis, or as a one-time service for those who are seeking initial guidance prior to managing their own wealth planning.

 

*Wealth Planning Programs provide advice only and do not include any implementation of the advice. Implementation services are sold separately.

Comprehensive

Our most robust offering, the Comprehensive Wealth Planning program is designed to cater to the complex financial needs of business owners and those who wish to involve their next generation in planning. Priced at a flat, fixed fee on an ongoing, annual basis, Comprehensive Wealth Planning was designed to evolve as our clients’ circumstances do.

 

This program combines advice from multiple facets of financial life including, but not limited to:

  1. Saving for Retirement 
  2. Income & Distributions 
  3. Cash Flow & Budgeting 
  4. Tax 
  5. Risk Mitigation
  6. Estate Planning
  7. Investments
  8. Business Efficiency Planning
  9. Next Generation Planning

     

*Wealth Planning Programs provide advice only and do not include any implementation of the advice. Implementation services are sold separately.

SAGE Tuition Rewards

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