At Concierge Financial Organization, we are dedicated to helping clients make educated financial decisions so they can simplify their financial matters and live their ideal life.
We want to act as your personal, Chief Financial Officer (CFO). By integrating all areas of financial management, from investment and retirement planning to risk management, estate conservation and tax preparation, our professionals can help you get a clear and concise picture of your situation. This can help simplify your life and add clarity to your finances so you know where you stand.
We can help you address:
Investing principles and planning strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
- Tax reduction strategies
We can also help answer your questions, including:
- Can I retire early?
- Can I reduce my tax bill?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
On our website you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight solutions to fill the gaps in your financial strategy.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Good employee health can be great for the company’s bottom line.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
An increasing number have been developed to help individuals with their personal finances.
A quick look at how federal income taxes work.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Three things to consider before dipping into retirement savings to pay for college.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.