Our Services

According to Patrick Burke’s book Exit Velocity, when the day comes that you finally decide to retire, there is a number, a financial figure that you likely have in mind. A number that results in zero financial worries for the rest of your life—if invested wisely.

At Concentric Wealth Management, we can guide you on your journey to financial freedom. We can help shorten the trip, and even more importantly, make it fun. We’ll help you deftly navigate your business to avoid the “big mistakes” that prevent you from achieving exit velocity.

Family Services

Family CFO Services
Asset Allocation
Investment Management
Risk Management
Comprehensive Planning
- Estate
- Retirement
- Tax
- Education
Gifting Strategies
Transfer of Wealth Strategies

Retirement Plans

Pension & Profit Sharing
Plan Design
Investment Selection
Investment Monitoring
Employee Education & Communication
Employee Enrollment
Provider, Fee & Services Review
Roth & Traditional IRA’s
SEP IRA’S
Roth & SEP Conversions
SARSEP IRA
Simple IRA
403(b) & 457(b) Plans

Businesses

Strategic Growth Plans
Business Valuations
Exit Strategies
Risk Management
Capital Markets
Pension, Profit Sharing & 401(k)

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services^SM, Member: FINRA, SIPC. , Investment Advisory services offered through Avantax Advisory Services^SM, Insurance services offered through Avantax Insurance Agency^SM. 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management^SM does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management^SM or its subsidiaries. Avantax Wealth Management^SM is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value.

Avantax Investment Services^SM and Avantax Advisory Services^SM are not affiliated with Concentric Wealth Management, LLC.