Broker Check
Financial Balance and Life Harmony

Financial Balance and Life Harmony

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.

Ready to Get Started?
For Individuals and Families

For Individuals and Families

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

For Business Planning

For Business Planning

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

Who We Are

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

Learn more

What We Do

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

Learn more

Why We Do It

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

Learn more

We are so excited to work with you!

Thank you!
Oops!

Featured Content:

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.
Learn More
How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Learn More
Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
Learn More
Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.
Learn More