Broker Check

3720 DaVinci Court, Suite 150, Peachtree Corners, GA 30092

Client Login
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:

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Learn More
What Is a 1031 Exchange?

What Is a 1031 Exchange?

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Learn More
Estate Strategies of the Rich and Famous

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.
Learn More
Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?
Learn More