RESOURCES

MONITOR

We welcome you to monitor progress toward your goals through our partnership portals.  Visiting this page will help consolidate your web search for login pages.

VERIFY

Transparency is a key professional and ethical core value of Concurrent Financial Planning.  Our mission is to earn, value and uphold the trust you grant us as a partner in your Life Money Balance journey.  Please find links to verify professional backgrounds, designations, and firm registration.

PROFESSIONAL

To better serve your Life Money Balance journey, Concurrent connects with your goals through continuous competency growth and community partnership for the greater good.  Please view and explore our knowledge centers and community affiliations. 

MONITOR

Fianncial Planning - Vanguard
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BACKGROUND & REGISTRATIONS

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AAAA Foundation - Finance
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financial therapy association
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ASSOCIATIONS

contact

3410 98th Street, Suite 4-144 Lubbock, Texas 79423    |       888-332-2372       |     By Appointment Only 

FORM ADV PART  II

This site is published for residents of the United States only. Concurrent Financial Planning Center, LLC may only conduct business with residents of the states and jurisdictions in which Concurrent Financial Planning Center, LLC is properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed.

This webpage offers direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Concurrent Financial Planning Center, LLC. Concurrent Financial Planning Center, LLC does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional.