Preserve

We understand that our clients spend a lifetime building wealth, and we truly understand we have a vital role in preserving that wealth.

Estate Planning

In order to plan for the distribution of assets, it is important to develop and adhere to a comprehensive, dynamic estate plan. Concord Wealth Partners, in conjunction with clients’ estate and/or tax attorney, will guide clients and help them establish the most appropriate protection and transference vehicles to ensure that their estate is prepared for distribution with optimal security and efficiency.

Services

Estate Analysis & Projections

Estate Projections & Tax Minimization Strategies

Estate Mapping

Advanced Estate Planning Strategies

Risk Management

As an independent firm, Concord Wealth Partners is not required to work with any “one” life insurance company, so we partner with the best-of-class underwriters to ensure the most efficient market evaluation, product selection, and appropriate recommendations. Whether you are planning for wealth preservation, tax efficiency, risk management, liquidity, or planning to efficiently maximize and transfer wealth to future generations, we will tailor a plan specific to your individual goals. A plan that preserves and protects so you can enjoy a well-earned sense of financial strength and security.

Services

Life Insurance

Liability Management

LTC & Disability Insurance

Property & Casualty Insurance Monitoring