Financial Planning Services That Lets You Live Fully and Retire Confidently
Because you deserve to live an abundant life now and later.
With the right financial advice tools, you can maximize your lifestyle now and your retirement future
Meet Dr. Preston Cherry
Voted as a 3x Investopedia Top 100 Financial Advisor, Founder Dr. Preston Cherry is a CERTIFIED FINANCIAL PLANNER™ professional making significant contributions to critical conversations about financial wellness, investing strategies, life-stage financial planning, and wealth management.
Financial advice that allows for and, not or.
You spend your life pouring yourself into your work, trying to build that nest egg so you can retire. You sacrifice and save, hoping maybe one day you’ll be able to live a prosperous future life.
Why should you have to choose between living your ideal lifestyle now and feeling secure for retirement?
At Concurrent Financial Planning, we use our signature Life Money Balance® philosophy to deliver a people-focused ideal experience that aligns your values with financial life planning to provide trusted financial advice to create your life design.
Find out how you can align your finances with your personal goals.
CONCURRENT FINANCIAL PLANNING
Your Partner for Financial Advice
Your life and money are meant to work together… Concurrent-ly.
We provide custom-tailored financial planning, investment management, and tax planning for Gen X and individuals seeking freedom, flexibility, and fulfillment through their course of life.
Let your money work for you, within your life-minded money plan.
We believe that abundance and wealth are made for you, which is why we strive to
help you find the harmony between your wealth and well-being.
44%
Lack confidence in their retirement date
9
Out 10 Gen X believe retirement won’t fit the traditional mold
2.2M
Needed to be wealthy in 2023
560K
Average net worth of those who feel wealthy
If You Are :
- Tired of the struggle of the juggle, and you don’t want to feel like you have to starve now to feed your future
- Looking for security and peace, craving a plan that will support not only your retirement but your unique goals
- Over the money-shaming, and you know that you deserve to live a life of abundance without having to skip the luxuries of life
Imagine :
- Having a financial planning advisor who helps you find the perfect balance and empowers you to live more now, and later
- Funding your future self, and every self along the way with a custom plan built around your life and priorities
- Taking charge of your life and feeling confident in your journey
You decide what your plan looks like
Navigate the noise with a plan shaped around what matters most to you.
- Comprehensive financial planning
- Lifestyle planning
- Investment management
- Tax planning
- Retirement planning
- Estate & charitable giving planning
Frequently Asked Questions
We help affluent late-stage Millennials, Gen X, pre-retiree, or retirement households. Our financial planning and investment management are designed to serve best:
“6 to 7“ Households with high six-figure incomes earning $250,000+ building wealth towards a seven-figure net worth. HENRYs—High-income-not-rich-yet.
“6 and 7” Households with high six-figure incomes earning $250,000+ and holding a seven-figure net worth.
“7 and 7” Households that have seven-figure earnings and net worth. (or eight-figures plus)
Yes. We find that affluent late-stage Millennials, Gen X, pre-retirees, and retirees who value collaborating with a financial advisor for financial planning services that provide financial advice that looks at your whole picture benefit the most from partnering with us.
Yes. All financial advice and services you receive from Concurrent will always have your best interest first. Our goal is to help you achieve your goals.
We offer transparent fees for financial advice. We offer comprehensive financial planning, risk management insurance solutions, and investment management. You can select one or a combination of services that fits your best interests.
We can immediately serve you in any State in the United States. We are registered in Texas, Wisconsin, and North Carolina, with South Carolina pending. We have clients outside these states and remain compliant.
If required, we can file State registration simultaneously while we serve you. Please get in touch with us for international services.
Yes. To ensure that we deliver top-notch client service, we ask that you transfer your investment accounts to our firm. Here are the reasons why.
Your wealth management advice fee is flat-fee, which means your fee is not tied to the dollar size of your portfolio. Your advice fee is value-based regarding the wealth management service depth, breadth, and advisor relationship you receive. You have the option to add an investment management service fee.
Organizing your investments in one place helps you improve your investment organization and reduce anxiety from disjointed accounts.
We deliver better administrative capability, advisor service quality, and investment management efficiency through our ultra-modern, easy-access, tech-savvy custodian Altruist. This investment platform makes monitoring everything in one place easy!
We also offer custodian services with Charles Schwab Advisor Services.
Align Your Life, Mind, and Money!
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We can immediately serve your State of residence. We are currently registered in Texas and Wisconsin, with North Carolina forthcoming. We have clients outside these states and remain compliant. If required, we can file State registration simultaneously while we serve you.
Yes, we find that late-stage Millenials, pre and early-post-retirees meeting the affluent, abundant, collaborator mindset find value in our services.
We are a fee-based firm. This means we offer transparent fees for financial advice, risk management insurance solutions, and investment management. You have the freedom to select one or a combination of services.
We help affluent and abundant-minded Gen Xs build wealth to maximize their lifestyle now and optimize their future retirement with confidence.
- “6 to 7“ Households with high six-figure incomes earning $250,000+ building wealth towards a seven-figure net worth. HENRYs—High-income-not-rich-yet.
- “6 and 7” Households with high six-figure incomes earning $250,000+ and holding a seven-figure net worth.
- “7 and 7” Households having seven-figure earnings and net worth and beyond.
We are a fee-based firm. This means we offer transparent fees for financial advice, risk management insurance solutions, and investment management. You have the freedom to select one or a combination of services.
No, you have transferring freedom. However, organizing your investments in one place helps you improve your investment organization and reduce anxiety from disjointed accounts. We deliver better management efficiency and service quality by offering an ultra-modern, easy-access tech Alturist Investment Platform. Making it easy to monitor everything in one place!
