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- 101 South Military Ave, Suite 255, Green Bay, WI, 54303
- contact@concurrentfp.com
- (888) 332-2372
- Let your life lead your money, not your money lead your life™
This site is published for residents of the United States only. Concurrent Financial Planning, LLC (“Concurrent”; “we”; “us”; “our”) is a registered investment advisor pursuant to the state laws of Texas and Wisconsin. We are located principally in Green Bay, Wisconsin. Our financial philosophy centers on comprehensive financial planning, constructing investment portfolios, and ongoing management services and consultations to help individuals, families, and organizations achieve their long-term financial management goals.
Our firm and investment advisor representative(s) comply with the current regulatory filing requirements imposed by those states in which we conduct business and maintain clients. We only transact business in those states where our firm is registered or qualifies for an exemption or exclusion from registration requirements. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional.
For information about our firm’s registration status, please contact us for a list of states where we maintain registration(s). A copy of the current Concurrent Financial Planning, LLC Firm Brochure (FORM ADV PART II) discussing our business operations, services, and fees is published on this site.
We are committed to safeguarding consumer, prospective client, and client privacy, whether online or otherwise. The information on this website is limited to disseminating general information that pertains to our firm’s advisory services. This website may also link or provide access to additional investment-related information and publications (e.g., unaffiliated third party content and applications). We also link or provide access to portals or sites of unaffiliated third-party service providers.
Our privacy provisions apply to this website and any online applications offered by unaffiliated third-party service providers engaged by us. We have confirmed that unaffiliated third-party service providers have proper security protocols to safeguard such information. It is important to note that our firm only shares non-public personal information (NPI) with third parties upon receipt of a prospective client’s and client’s consent, or if applicable, as otherwise described in our Privacy Policy Notice.
We may gather online metrics regarding a consumer’s, prospective client’s or client’s visit to or use of this website, the receipt of or reply to electronic communications, the viewing or clicking of other online content, and use of our social media networking sites or other online applications. For example, prospective clients might provide their name, email address, or phone number to schedule an appointment with our firm using an online application.
We employ administrative, technical, and physical security measures to protect such information’s receipt or dissemination. These measures include using an SSL certificate and internal safeguards, such as procedures to ensure secure files and facilities. Our firm maintains a record of information received through online interactions as required by law and consistent with our Privacy Policy Notice. We also take reasonable steps to securely and permanently destroy any information or data no longer in use.
A properly credentialed investment advisor representative of Concurrent will conduct subsequent and direct communication with a prospective client. Accordingly, prospective clients or consumers should not construe this website (or any other linked content) to provide personalized investment advisory recommendations or solicitation to effect or an attempt to effect transactions in securities.
Please note: Different types of investments involve varying degrees of risk. There can be no assurance that any specific investment strategy or vehicle referenced on this website (including those undertaken or recommended by Concurrent) will be profitable or equal to any historical performance level(s). PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Third-party Websites
This webpage offers direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Concurrent Financial Planning Center, LLC. Concurrent does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there.
“Featured In” or Social Websites
Reference to articles “featured in” national business-related publications or social websites refer to individual contributions by investment advisor representatives of Concurrent Financial Planning, LLC (“Concurrent”).
Information provided on these sites (“featured in”; social websites) is only for informational or educational purposes. It is not, in any way, to be considered investment advice nor a recommendation of any investment product. Concurrent Financial Planning, LLC persons may exclusively provide advice after entering into an advisory agreement, including all requested background and account information.
Email Disclosures
Concurrent Financial Planning, LLC often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Messages are intended solely for the designated recipient(s) and may contain confidential or privileged information. Any use or disclosure by a person other than the designated recipient(s) of any portion or all of this message is strictly prohibited. If you are not a designated recipient, please notify the sender immediately, delete this message from your system, and destroy all hard copies of this message. Messages sent by email may not be secure and may be delayed, retained, undelivered, or read by third parties. For these and other reasons, you may choose not to communicate by email.
Your privacy and security are essential to us, and we make every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send Concurrent private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Concurrent Financial Planning, LLC (a registered investment advisor) emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Concurrent Financial Planning, LLC or the securities regulators.
To the extent this email (or any attachments to this email) contains federal tax advice, such advice is not intended to be used and cannot be used by any taxpayer for (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. If you would like us to prepare written tax advice designed to provide penalty protection, please contact us, and we will be happy to discuss the matter with you in more detail.
The material provided is for informational and educational purposes only and should not be construed as professional financial advice. The opinions expressed herein are solely those of myself unless otherwise specifically cited. The strategies mentioned may not be suitable for everyone; the information expressed does not consider your specific situation or objectives and is not intended as recommendations appropriate for you. Information has been obtained from sources deemed to be reliable, but my firm or I cannot guarantee their accuracy and completeness. Always consult with qualified investment, legal, or tax professionals before taking action. Investments involve risk and, unless otherwise stated, are not guaranteed. Past performance cannot be used as an indicator to determine future results.
Precedent to access this website, each prospective client and consumer agree to release and hold harmless Concurrent Financial Planning, LLC, its officers, directors, owners, employees, and agents from all adverse consequences resulting from any actions or omissions that are independent of the receipt of personalized individual advice from Concurrent Financial Planning, LLC.
| Concurrent | |
|---|---|
| Market Value of Portfolio | Annual Advisory Fee |
| $1 – $1,000,000 | 0.95 % |
| $1,000,001 and $10,000,000 | 0.75 % |
| $10,000,000 and above | negotiable |