We recognize that every client’s personal and financial situations are unique. Whether you are beginning your career or eyeing retirement, faithfully saving for the future or joyfully spending today, nurturing your growing family or nervously watching them leave the nest, Concordia’s services are designed to be flexible and customized to fit your circumstances.
Concordia’s flagship program, bundling all four of our core services into a single program delivered on an ongoing, contractual basis. As we expect our clients’ personal and financial circumstances to change, we fully expect the type of financial planning and services to change as well. The Comprehensive Wealth Planning Program was designed to evolve as our clients’ circumstances do.
Helping families and businesses identify purpose for themselves and develop strategy for their finances.
Managing investments so that clients are working as efficiently as possible toward their goals.
Helping families and businesses make sure their multiple financial professionals are all on the same page when it comes to their goals and strategies to accomplish them.
Giving clients the tools they need to better understand their entire financial picture at a single glance from any computer, tablet or smartphone.
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