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

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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.

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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.

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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!

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Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.
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Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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