Financial Planning


A well constructed financial plan provides much more than a path to follow in order to work towards your financial goals, it provides confidence and intellectual freedom to focus on the areas of your life that are truly important to you. At Concannon Wealth Management we recognize how precious our clients’ time is. We strive to simplify the complex financial planning issues that our clients face; whether it is developing strategies to equalize an estate transfer or determining the most advantageous state to declare residency. Let us apply our financial expertise so you can spend your time focusing on your family, your career, and your interests.   

 

 
Click to add the image.
Click to add the image. Retirement Planning
Click to add the image. Estate Planning
Click to add the image. Trust Services
Click to add the image. Education Planning
Click to add the image. White Papers 
    Educational Materials  


Retirement Planning

When people think of retirement, they often think of freedom. Freedom to pursue interests that time has not afforded; freedom from restrictive schedules; freedom to live the life they have dreamed. At Concannon Wealth Management we have the distinct pleasure to learn of our clients’ aspirations and work closely with them so they may live free from financial stress. 

As retirement for many of our clients will mean the selling or transitioning of a business within a family or partnership, we rely upon our partners at Concannon, Miller & Co., P.C.  to assist in the development of strategies that will provide a smooth transition.  Whether we are dealing with business valuations, family succession planning, or international tax laws, they are uniquely qualified to provide insight and value to the process.

Estate Planning & Risk Management

Providing for their family and building wealth often becomes the primary focus of our clients. However, nearly as important, is the need to protect that wealth and the financial longevity of the family. The professionals at Concannon Wealth Management strive to provide unbiased objective advice when outlining options for our clients on how best to protect their family and their wealth.

Estate planning can be a very complex process with competing priorities. We spend a considerable amount of time with our clients constructing a strategy that may lead us to recommend charitable giving, family gifting, trusts, or life insurance. Other times it may require drafting or modifying estate documents by competent attorneys that understand our planning process and our clients.

Whatever the best strategy may be, we have the relationships and tools available to provide our clients with a sound working solution to a complicated issue. 

 

Education Planning

For many families, planning for a child’s college education is more than covering the cost of an education through determining the appropriate investment vehicles and implementing a saving strategy.  It is often about estate planning and shifting assets from one generation to the next. The professionals at Concannon Wealth Management understand how intricately the various facets of your financial life fit together. We approach each planning goal with a holistic view. So when the college bills come due, you can rest assured that you are both prepared for the expense and also understand the impact on your financial plan.
   

White Papers

In this section we periodically post links on a variety of financial topics to help educate our clients. We make every effort to be timely in providing information on notable changes in tax and securities laws. We also occasionally post financial planning strategies that may be applicable to our clients. 

         Click to add the image. The Investment Tax Landscape - Countdown to 2013
         Click to add the image. 2011 Income Tax Key Numbers
         Click to add the image. How Grandparents Can Help Grandchildren with College Costs
         Click to add the image. Bond Interest Rates and the Impact of Inflation
         Click to add the image. Health-Care Reform - Tax Issues for Businesses 
         Click to add the image. Business Succession Planning