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Concorde Financial Resources

Let’s Work Together

Helping you succeed by providing personal attention to you, your goals, and your financial well being

About Us

Concorde Financial Resources is a fully independent, fee-based comprehensive financial planning and investment advisory firm.  

Story
& History

Established in 2001, our team puts extensive experience, education and professional licenses to work to achieve your financial goals.  We are passionate about what we do and our commitment to clients. We help clients achieve financial goals by providing a framework and direction for achieving those goals.  Our team provides financial services to individuals throughout the United States.

Process
& Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them.We will meet with you to present an analysis and discuss our recommendations.Together, we implement the recommendations and monitor your progress. 

Mission
& Services

Our mission is to provide prudent, objective, and comprehensive financial advice, serving the best interests of our clients.

Our Values

Trust

Trust is a key element in all relationships – especially those involving your finances. We earn and maintain your confidence by demonstrating integrity, competence and professionalism. Your information is personal and confidential, and shall remain so, unless authorized by you or required by law.

Relationships

We value our client relationships. We know that dreams and realities change over time; we see our role is part of an on-going life plan. We are blessed with long term clients that value and refer our services.

Service

We are committed to our clients. “Being there” is a fundamental premise. Being there means: having a live person answer the phone; getting quick responses to questions and requests; acute listening; regular contact, fixing problems. We strive for the highest standards of personal service.

 

Investments

Investments can play a key role in your financial security plan.

 

Fiduciary Portfolio Management

Commissions rewards transactions. Our fiduciary standard and fee based service model ensures that your interests come first. Our compensation is linked to value of your portfolio, aligning... Read more.

 

Affiliations

Concorde utilizes Westminster Financial Securities, Inc., headquartered in Dayton, Ohio, as a broker/dealer registered with FINRA.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Taxes

Tax is the most significant expense associated with investments, and for most families, the largest single expense category. Included in our fee, we provide tax planning and tax preparation... Read more.

 

How We Manage Money

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile. We believe that successful investing... Read more.

Home

Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

View All Team Members
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Education: Wake Forest University, BS

Licenses: CFP, Series 7, 63, 65, NC Life and Health Insurance;...

Wade E. Sanders

Investment Advisor

Photo of team member

Education: Gardner-Webb College, BS

Licenses: CFP, CPA, Series 7, 63, 24

A co-owner of Concorde...

James C. Faw

Tax Advisor

Photo of team member

Education: Washington Business School

Licenses: Series 7, 24, 63, 66, NC Life and Health Insurance,...

Cathy Ferguson

Investment Advisor

Photo of team member

Education: Limestone College, BS

Nikki Carpenter has been an account manager with Concorde Financial Resources since...

Nikki Carpenter

Account Manager

Quarterly Commentary

Stay up to date with our latest financial news.

View All Blog Posts

Top 5 Things 20-Somethings Need to Do

Submitted by Concorde Financial Resources LLC on January 3rd, 2019

If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future. While it’s common to feel overwhelmed when entering the workforce full time, there are a lot of things you can do fresh out of college that will help you attain your professional and financial goals earlier than you may expect.

  • Read more

It’s Never Too Late to Save

Submitted by Concorde Financial Resources LLC on November 26th, 2018

Retirement can sneak up on you.

  • Read more

Tax Planning Basics

Submitted by Concorde Financial Resources LLC on November 21st, 2018

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.  

  • Read more

Quarterly Commentary

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  • 30 N. Congress St York, SC 29745
  • 280 Boone Trail N. Wilkesboro, NC 28659
  • Phone: 1-866-266-2670
  • Email: info@concordeplanning.com

The opinions expressed herein are those of Concorde Financial Resources and do not necessarily reflect those of the Westminster Financial Securities and are subject to change without notice. Nothing in this communication should be construed to contain a solicitation to buy or an offer to sell any security.

Securities offered through Westminster Financial Securities, Inc., member FINRA/SIPC
Investment advisory services provided through Concorde Financial Resources.

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