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Harmony with your Financial Future starts with us today!

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Welcome to Concord Financial Planning Group!

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your financial goals and needs, and serve you as experienced financial professionals with the right blend of direction, guidance, and successful execution to help you reach your financial goals. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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For Individuals and Families

Our business is built on helping you protect the ones you love and meet your goals through financial planning.

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For Business Planning

Our consultative, customer-focused team delivers tailored solutions to help protect and optimize your most valuable business assets.

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Who We Are

We create strategies that are tailored to your needs and goals.

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What We Do

Years of experience have prepared us to guide you through your life transitions.

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Why We Do It

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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We are so excited to work with you!

Thank you!

Featured Content:

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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