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Concert Financial Planning, LLC
Concert Financial Planning, LLC : Planification financière attentive et avisée pour votre avenir.
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Concert Financial Planning, LLC : Planification financière attentive et avisée pour votre avenir.
Concert Financial Planning, LLC est un cabinet de conseil financier basé à Houston, situé au 2950 N Loop W, Houston, TX 77092. Les clients louent Matt Smith pour un service attentif, compétent et accessible. Fort de ses certifications CFA et CFP, il propose des plans réfléchis et bien structurés, avec des explications claires. Le cabinet est reconnu pour sa communication rapide et ses conseils proactifs qui aident les clients à traverser les périodes de ralentissement du marché, y compris des professionnels tels que les avocats.
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Stratégies complètes pour sécuriser votre avenir financier, y compris l'épargne, les investissements et la planification des revenus pour la retraite.
Conseils en investissement personnalisés et gestion de portefeuille pour aider à faire croître vos actifs et à résister aux fluctuations du marché.
Plans personnalisés pour définir et atteindre vos objectifs financiers, allant de l'aide au financement des études à l'accumulation de patrimoine.
Stratégies pour optimiser votre situation fiscale et maximiser vos économies grâce à une structuration financière efficace.
Conseil sur le transfert de patrimoine, les testaments et les fiducies pour protéger vos actifs et votre héritage pour les générations futures.
Conseils spécialisés pour les avocats et autres professionnels, axés sur les besoins financiers propres à leur secteur et les défis qui y sont liés.
Note globale
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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