A well-planned financial strategy may help you gain confidence in your business and better manage and allocate resources. It also demonstrates your company’s commitment to spending wisely and its capacity to pay financial responsibilities to potential investors and lenders. A solid financial business plan shows how your company controls spending, creates revenue, and helps make growth-driven decisions.
BUSINESS ADVISORY
Business Valuation & Brokering
Cash-Flow Analysis
Tax Strategy
Capital Asset Management
FAMILY BUSINESS SUPPORT
Concord is a family-owned and operated business, which means we are fully equipped to objectively help family businesses address the challenges of transferring financial responsibilities from one generation to the next. Our educational program helps prepare multiple generations for future success.
401(K) Review & Management
Retirement Strategies
Deferred Compensation Planning
Wealth Education & Family Meetings
GROW, BUILD AND PROTECT YOUR WEALTH.
Give us 15 minutes to understand your situation, and we’ll connect you with the right advisor, who will create a comprehensive financial plan to help you reach your goals.
We live and work near you
Abingdon , VA
955 West Main St. Abingdon, VA 24210
(276) 628-5910Boston, MA
One Kelley Square #208 Worcester, MA 01610
(508) 719-8510Richmond, VA
5309 Commonwealth Centre Parkway - Suite 109 Midlothian, VA 23112
(276) 628-5910Rockville, VA
2400 Old Brick Rd - Suite 74 Glen Allen, VA 23060
(276) 628-5910Charlottesville, VA
26 Garrett St. - Suite A Charlottesville, VA 22902
(434) 226-2651Huntington, WV
218 13th St. Huntington, WV 25701
(304) 697-7083