Our Services
We believe that successful investing relies on broad diversification and an asset allocation plan built individually for each client. Focusing on long term goals, our disciplines rebalance the account periodically and help you stay the course through market fluctuations. Your portfolio strategy is integrated with your other assets, short term cash flows, and tax optimization. We recognize that financial planning is a gradual process. Our goal is to help you achieve and sustain your wealth. As we seek to deepen our long-term relationship with each client, we will become a trusted financial partner for you and you family for generations to come!
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 our mutual interests.
Investments
Investments can play a key role in your financial security plan.
Retirement Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. With so many questions around your retirement and your capital needs, we want to make the thought of retirement less stressful in every aspect.
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, performed by Faw and Associaties, PLLC, an independent accounting firm.
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 relies on broad diversification and an asset allocation plan built individually for each client. Focusing on long term goals, our disciplines rebalance the account periodically and help you stay the course through market fluctuations. Your portfolio strategy is integrated with your other assets, short term cash flows, and tax optimization. Accounts are reviewed no less than quarterly, with changes triggered by position performance, market conditions, investment opportunities, or client circumstances. Quarterly reports update near and long term performance as well as current holdings
Affiliations
Concorde utilizes Westminster Financial Securities, Inc., headquartered in Dayton, Ohio, as a broker/dealer registered with FINRA. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. Jim Faw prepares tax returns and tax planning through Faw and Associates, an independent CPA firm based in Wilkesboro, NC.
