Technology & Reporting

The worst thing that could happen to anyone is that they make financial decisions without being well-informed.  This can happen due to many reasons including:

The information you have on hand is incomplete

The information you have is stale or too old to be accurate

You don’t have a way to access advice, recommendations or documentation in a timely manner.

Concordia has worked hard to integrate different technologies in order to alleviate these issues and others.

Our technology and reporting program provides the following:

  • 24/7 access to your financial plan and planning recommendations
  • Up-to-date Concordia supervised investment account performance
  • Up-to-date unsupervised investment account performance
  • Up-to-date balance sheet and net worth statement
  • Up-to-date cash flows, expenses, income and budget
  • Storage of and 24/7 access to all important personal and financial documents
  • 24/7 access and customization of different reports regarding your financial planning, investment accounts and performance.

Client Portal Dashboard

This service is included at no or minimal cost for clients of our Comprehensive Wealth Planning program but it is available as a stand-alone service as well. As a stand-alone service, Concordia’s technology and reporting program would be great for:

Non-profit organizations looking to pull together investment information from their multiple money managers

Individuals or families looking to take control of their budget and expenses

Those interested in getting more information about their investments than regularly provided (such as a 401k or brokerage statement which usually only show beginning, ending and changes to value).

Individuals, families or businesses that have multiple accounts and want information about their overall performance or asset allocation.

Individuals, families or businesses that are just plain looking to organize their lives and documentation better.

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