Contact

Will Concord, JD.

Financial Assessment & Strategies

Creative Financial Network

5310 NW 33rd Avenue

Ste. 206

Fort Lauderdale, FL 33309

​Mobile: 305-834-1781

Office: 954-633-2410

www.cfnsfl.com

WilliamC@cfnsfl.com

    © 2019 by Will Concord, JD. 

    BECOMING PROACTIVE  IS THE FIRST STEP TOWARDS

    SUCCESS

    ABOUT ME

    With a Bachelor degree in International Business and a Juris Doctorate I found that my passion wasn't so much in business or in law, but in helping individuals and businesses succeed by protecting and maximizing their financial assets. 

    I originally obtained my Series 7 and 63 which allowed me to make recommendations and invest on behalf of my clients. I also chose to obtain my Florida 2-15 license because it provided me the ability to not only give the protection my clients need when"life happens," but also to incorporate  the those same protections into their financial planning to strengthen their financial portfolios.  

    With my legal and business background, I came to recognize a deficiency in the financial planning market. Advisers were focused on planning for the accumulation period of retirement, but ignoring the protections of their client's assets and even more so, the distribution of their assets after retirement. I also so the lack of proper planning for small to mid size businesses when almost all operating agreements were not written as the owners intended which opened them tovulnerabilities that would cause a business to ultimately fail. 

     

    How I Can

    Help You

    Lets meet to see what we can do to help each other succeed.
    One On One
    1 hr
    Free