Most financial planning conversations start in the wrong place. They start with the numbers, the portfolio, the withdrawal rate, the tax bracket, before asking the
The first TechnipFMC financial planning article on this site covered the RSU and PSU structure overview: how the two equity vehicles work, how the payout
$5 million in investable assets is a real milestone. It is also a number that creates a false sense of completion for many high-income oil
Most executives with equity compensation programs don’t know their real concentration number. At Concurrent Wealth Management, Dr. Preston Cherry works with oil and gas executives
SLB operates in more countries than almost any other company headquartered in Houston, and a substantial portion of its senior executive population has international assignment
Gen X grew up watching a parent or grandparent receive a pension check every month without giving it much thought. That income just arrived, for
Subscribe to the The Wealth Word newsletter for clear guidance and actionable insights to create the life you want now and the retirement you deserve!
Concurrent Wealth Management is a Houston-based flat-fee financial planning firm serving professionals and families nationwide.
Concurrent Wealth Management
11111 Katy Freeway, Suite 910, Houston, Texas, 77079
contact@concurrentfp.com
832-744-1176
With life and money alignment,
your money has assignments
Concurrent Wealth Management is an independent registered investment advisory firm based in Houston, Texas. The firm is not affiliated with Concurrent Investment Advisors or poweredbyconcurrent.com.