Client Links

Client Portal

Your client portal is where all of your account information and documents are stored. Accessible on any device!                   

Billing Portal

We use AdvicePay to help organize all electronic billing.  Click here for access to your invoice history, edit banking or credit card info, and initiate new subscriptions.

Cash Management

Maximize bank interest rates and savings through our partnership with Flourish Bank.

Join a Meeting

Got a meeting scheduled that you need to access? Use the button below to head over to Zoom and get connected.

Concordia Wealth Planning looks at finances from a surprisingly simple perspective...yours.

SAGE Tuition Rewards

With SAGE Tuition Rewards, students will earn guaranteed minimum scholarships at over 455 participating private colleges and universities across America! The scholarships can equal up to one full year’s tuition!

Each Tuition Rewards Point is equal to $1.00 in tuition discounts if the student attends a participating college or university. The accumulated points represent the minimum scholarship (grant or other institutional discount) that the student will receive.

35,000 Tuition Rewards Points represent a guaranteed minimum $35,000 scholarship at our member colleges. Your loved-one may receive more, but is guaranteed not to receive less!

Tuition Reward Points accrue like frequent flyer miles and are earned by based on investments implemented with Concordia Wealth Planning. What makes Tuition Rewards even more unique is that you don’t have to use the investment earning Reward Points to pay for college! How you pay for college is your choice.


* SAGE Tuition Rewards is available for clients who wish to have Concordia implement investment advice through the Investment Management add-on