Behavioral Advice

More than a designation. A philosophy.

Better decision-making is a product of deeper understanding. Concentric will work closely with you to help you recognize your values, what drives you and what you are especially unique in. Understanding your strengths and what is most important to you has a significant financial impact. The Behavioral Advice focus is as valuable with life planning as it is with financial planning. It’s all about learning how your values and behaviors help drive key decisions that directly affect your sense of security, independence and fulfillment.

We want you to feel empowered. Not intimidated.

By asking Why to a wide range of life scenarios, we’re able to pinpoint planning and investment strategies that are optimal for YOU. We want you to feel empowered to make more informed decisions – in our experience, with that confidence comes a greater chance for success.

A computer on a desk, cofee at the ready.

Service List:

  • 1031 Exchanges
  • Accumulation
  • Behavioral Advice
  • Blended Family
  • Business
  • Career Change
  • Cash Flow
  • Cash Flow Management
  • Charitable Giving
  • Education
  • Elder Care
  • Employee Benefits
  • Estate
  • Executive Compensation
  • Financial Independence
  • Healthcare
  • Investment Analysis & Management
  • Liability Management
  • Lifestyle & Values Review
  • Medicare
  • Multi-generational
  • Pension
  • Retirement Income
  • Retirement Planning
  • Risk Management
  • Sabbatical
  • Social Security
  • Special Needs
  • Tax
  • Values
  • Wealth Transfer

Let's talk.

We’re eager to learn more about YOU.