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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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Featured Content:

Prescription Drug Benefits Under Medicare (Part D)

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

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Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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5 Smart Investing Strategies

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.

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Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

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