Life Money Balance® Podcast
Concurrent Financial helps you let your life lead your money and welcomes you to an emotion-forward, shame-, and judgment-free zone that talks about finances for the affluent and abundant-minded.
Tune in for story sharing, expert guests, and valuable financial education that helps Gen X build wealth and well-being confidently. Align, aspire, and achieve your life’s design and version of financial freedom.
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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.
