Concert Financial Planning
No reviews yet · Serves Nationwide · Specializes in Business Executives, HENRYs (High Earners, Not Rich Yet), Pre-Retirees (5-10 years out)
Financial Advice for BigLaw Attorneys
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Cash Flow Management
- Debt Management
- Education Planning
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Risk Management
- Tax Planning & Strategy
- Wealth Management
Pricing
- Financial Planning and Investment Management Services — $1,000–$3,000 quarterly