- Tax PlanningConcorde utilizes Westminster Financial Securities, Inc., headquartered in Dayton, Ohio, as a broker/dealer registered with FINRA. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. Jim Faw prepares tax returns and tax planning through Faw and Associates, an independent CPA firm based in Wilkesboro, NC.
- Estate Taxes
- Tax ServicesTax is the most significant expense associated with investments, and for most families, the largest single expense category. Included in our fee, we provide tax planning and tax preparation, performed by Faw and Associaties, PLLC, an independent accounting firm.
- Investment ManagementCommissions rewards transactions. Our fiduciary standard and fee based service model ensures that your interests come first. Our compensation is linked to value of your portfolio, aligning our mutual interests.
- Accounting Services
- Financial PlanningWe believe that successful investing relies on broad diversification and an asset allocation plan built individually for each client. Focusing on long term goals, our disciplines rebalance the account periodically and help you stay the course through market fluctuations. Your portfolio strategy is integrated with your other assets, short term cash flows, and tax optimization. We recognize that financial planning is a gradual process. Our goal is to help you achieve and sustain your wealth. As we seek to deepen our long-term relationship with each client, we will become a trusted financial partner for you and you family for generations to come!
- Retirement PlanningRetirement planning today has taken on many new dimensions that never had to be considered by earlier generations. With so many questions around your retirement and your capital needs, we want to make the thought of retirement less stressful in every aspect.
- AnnuitiesWade is the Vice-President of Concorde Financial, starting the business with Jim Faw in 2001 after four years of experience with Interstate Johnson Lane, a regional brokerage firm. His first career spanned 20 years at Lowe’s Companies Corporate Offices, where he learned about people and business. Wade lives in the mountains above Wilkesboro and enjoys fitness, travel, renovating houses, mowing, church activities, and time at home with his wife and two dogs!
- Asset ManagementNow it’s time for us to review your situation, what we learned, and incorporate it into an action plan. This will usually look like an Asset Allocation proposal where we show you how we want to invest your money and why. Concorde will make its proposal to you and you will have the opportunity to ask any questions regarding what is being proposed. We will go through any outstanding questions you have before moving forward. Tax implications, liquidity concerns, market risk, etc. will all be addressed before moving forward from this meeting. We want you to feel good about which direction we’ve chosen.
- College Funding