CF
Concert Financial Planning, LLC
Concert Financial Planning, LLC: Planificación financiera atenta y experta para su futuro.
5
Business
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Concert Financial Planning, LLC: Planificación financiera atenta y experta para su futuro.
Concert Financial Planning, LLC es una consultora financiera con sede en Houston, ubicada en 2950 N Loop W, Houston, TX 77092. Los clientes elogian a Matt Smith por su servicio atento, bien informado y accesible. Con credenciales CFA y CFP, ofrece planes bien pensados y bien estructurados con explicaciones claras. La firma es reconocida por su comunicación rápida y orientación proactiva que ayuda a los clientes a afrontar las caídas del mercado, incluyendo a profesionales como abogados.
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Estrategias integrales para asegurar su futuro financiero, que incluyen ahorro, inversiones y planificación de ingresos para la jubilación.
Asesoramiento de inversiones personalizado y gestión de cartera para ayudar a hacer crecer sus activos y afrontar las fluctuaciones del mercado.
Planes personalizados para definir y lograr sus objetivos financieros, desde el financiamiento educativo hasta la acumulación de riqueza.
Estrategias para optimizar su situación fiscal y maximizar el ahorro mediante una estructuración financiera eficiente.
Guía sobre la transferencia de patrimonio, testamentos y fideicomisos para proteger sus activos y su legado para las futuras generaciones.
Asesoramiento especializado para abogados y otros profesionales, centrado en las necesidades financieras y desafíos específicos de la industria.
Calificación general
Sarah Le Cam
Matt is a great financial resource. He listens carefully to our needs and provides easy to follow explanations and recommendations.
Tom King
We found Matt in 2021. We were looking for a change in hopes of finding someone who’d reply timely to our email & phone questions. Matt does a tremendous job communicating and I sometimes test him with off-hrs questions. Matt is a Chartered Financial Analyst (CFA) and I wanted an advisor who had this gold standard designation. To this day we feel fortunate to have found Matt Smith to personally help us manage the financial part of our retirement. Tom K. Nancy K. Iowa PS: we’ve been thru a couple mkt drops in our 4 yrs with Matt and his upfront, proactive planning has helped us weather downturns without panic.
Zeph Moss
My wife and I have been working with Matt for over a year and a half, and we’ve been extremely satisfied with the entire experience. His financial plan is thoughtful, well-structured, and clearly explained. Matt is always prompt and attentive when we have questions or specific needs, and he’s genuinely a pleasure to work with. If you’re seeking a Certified Financial Planner, I highly recommend Matt.
Hadeel Abouhasira
Matt is an exceptional financial planner. He’s thorough, creative, and responsive, and his online tools and platforms are top-notch. Matt also breaks down complex topics and makes them easily digestible. Highly recommend to anyone looking for a CFP, especially those in the legal field or practicing at a law firm.
Suresh Kandoor
Jennifer Jordan
Matt is a big reason I’m still married. Before we worked with him I absolutely hated having financial discussions with my husband…talking about money and planning for the future just made me very uncomfortable. I also wasn’t thrilled about spending money on a business to tell me how to spend my money. We have been working with him for several years now and he’s been great. He has found ways to save us money and doesn’t talk to me like I’m totally ignorant about financial planning/retirement (which I might be). As a lawyer, I am naturally cautious about trusting people. He is seriously great. I like him more and trust him more than some of my own family. He has never tried to stifle my overpriced latte budget and has been truly understanding of our priorities for the future. You won’t regret it.
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