Estate Planning

You spend a lifetime building your wealth. Our advisors work hard to help you preserve it. In order to plan for the distribution of assets, it is essential to develop and adhere to a comprehensive and dynamic estate plan. A plan that preserves and protects and lets you enjoy a well-earned sense of financial strength and security.

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PLAN YOUR LEGACY

We assist our clients in establishing protection plans to help ensure their estate is prepared for distribution as securely and efficiently as possible. Whether you are planning for wealth preservation, tax efficiency, risk management, liquidity, or planning to maximize and transfer wealth to future generations efficiently, we tailor a plan specific to your individual goals.

>PLAN YOUR LEGACY

Estate Analysis & Projections

>PLAN YOUR LEGACY

Tax Minimization Strategies

>PLAN YOUR LEGACY

Estate Mapping

>PLAN YOUR LEGACY

Advanced Estate Planning

Risk Management

As an independent firm, Concord Wealth Partners is not required to work with any “one” life insurance company, so we partner with some of the best-of-class underwriters to help determine some of the most efficient market evaluation, product selection, and appropriate recommendations.

>Risk Management

Life Insurance

>Risk Management

Liability Management

>Risk Management

LTC & Disability Insurance

>Risk Management

Property & Casualty Insurance Monitoring

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.

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We live and work near you

Abingdon, VA

955 West Main St. Abingdon, VA 24210

(276) 628-5910

Rockville, MD

11400 Rockville Pike Suite 500, Rockville, MD 20852

(301) 984-4461

Charlottesville, VA

26 Garrett St. Suite A, Charlottesville, VA 22902

(434) 226-2651

Greater Boston, MA

One Kelley Square #208, Worcester, MA 01610

(508) 719-8510

Twin Cities, MN

9490 Compass Pointe Road Woodbury, MN 55129

(651) 401-1670

Huntington, WV

218 13th St. Huntington, WV 25701

(304) 697-7083