Services

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Our services are familiar. How we perform them is anything but.

Estate Planning, Risk Management, Tax Planning, the comprehensive list is below – could there possibly be a difference in how these essential services are delivered? At Concentric, there’s a difference you don't see – and can’t see – until you sit down with us for a consultation. From that first meeting, you’ll realize you’re experiencing a different approach.

Financial Planning 

The broadest of all topics, Comprehensive Financial Planning is about aligning your values, needs and goals with your behaviors and decisions to help you achieve an enriched life – both personally and financially. With your financial independence and best life as our main objectives, we strategize with our Research Team and Advanced Planning Team to advise on virtually any financial scenario – both short-term and long-term.

Investment Management

Once again, alignment with your needs and goals is what drives our approach to Investment Management. Our strategy is to invest in low-cost, highly competitive investment securities while also diligently monitoring the markets and economy so that we can be best prepared for shifts and trends. Navigating the challenges and opportunities is key to living your best, financially independent life. Our Research Team and Advanced Planning Team are invaluable throughout this process.

A focus on Behavioral Advice

It influences our perspective on Financial Planning. It informs our recommendations for Investment Management. With our Behavioral Advice expertise, we’re able to glean a deep and thorough understanding of your financial goals and personal values, so the guidance we provide becomes entirely relevant to only YOU.

Estate Planning

Not always easy to talk about – but always necessary. We’ll discuss your options for how best to preserve your hard-earned assets during life’s inevitable realities.

Risk Management

There’s no downside to planning for uncertainty. Using life insurance and long-term care, families, individuals and businesses can use small dollars to protect large dollars.

Tax Planning

Every financial decision impacts your tax liability – long-term tax strategies can help minimize your tax burden in ways you may not have thought of. Fortunately, we have.

Even our fee structure is unconventional

Instead of following a decades-old templated formula where pricing is based on Assets Under Management (AUM), we choose to work a little harder and smarter to customize a comprehensive plan for each client individually. Technology has created newfound efficiencies, our Behavioral Advice gives us greater insights, so our process – and our pricing – are more streamlined.

View our Fee Schedule
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Service List:

  • 1031 Exchanges
  • Accumulation
  • Behavioral Advice
  • Blended Family
  • Business Consulting
  • Career Change
  • Cash Reserve Structure
  • Cash Flow Management & Savings
  • Charitable Giving
  • Disability Insurance, Life Insurance and Long Term Care Insurance
  • Education
  • Elder Care
  • Employee Benefits
  • Estate
  • Executive Compensation
  • Financial Independence
  • Healthcare
  • Investment Analysis & Management
  • Liability Management
  • Lifestyle & Values Review
  • Medicare
  • Multi-generational
  • MoneySmart Kids
  • Pension
  • Personal Development Coaching
  • Retirement Income
  • Retirement Planning
  • Risk Management
  • Sabbatical
  • Social Security
  • Special Needs
  • Tax
  • Values-driven decision making
  • Wealth Transfer

Let's talk

We’re eager to learn more about YOU.