Most Gen X professionals expected that by their late 40s or early 50s, the financial picture would feel settled. The income is real. The 401(k)
Gen X parents are in a specific financial position that makes this conversation more complicated than it looks. At Concurrent Wealth Management, Dr. Preston Cherry
Most high-earning Gen X professionals approaching 55 have done the saving work. They have a 401(k), some combination of taxable and Roth accounts, maybe equity
The Kinder Morgan Compensation Structure Kinder Morgan executive compensation is delivered through five primary vehicles. The interaction across these vehicles creates the retirement income planning
Oil prices move. They always have and they always will. At Concurrent Wealth Management, Dr. Preston Cherry works with oil and gas executives approaching retirement
Phillips 66 is one of the largest independent refining and midstream companies in the United States, with a significant executive presence in Houston. At Concurrent
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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
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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.