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
  • Baby/Adoption
  • Blended family
  • Business exit, sale, transition
  • Buy-Sell agreements
  • Career change
  • Charitable giving
  • Debt management
  • Disability insurance
  • College/Education
  • Eldercare
  • End of life planning
  • Estate
  • Executive compensation
  • Financial organization
  • Healthcare
  • Income Tax
  • Investments
  • Life Insurance
  • Long-Term Care insurance
  • Medicare
  • Money Smart Kids
  • Multi-generational
  • Pension optimization
  • Personal Finance 101
  • Refinancing
  • Sabbatical
  • Social Security
  • Student loan repayment
  • Wealth transfer

Let's talk.

We’re eager to learn more about YOU.