Concord Wealth Partners: Abingdon

10/12/2026

💵 Do you know what you pay for financial advice, and what that cost actually covers?

🧩 In this short Concord video, Justin walks through what a coordinated plan can bring together: investment strategy, tax planning, estate planning, and insurance, built around your life instead of handled in separate pieces.

For families who are getting closer to retirement, a clear look at costs, coverage, and long-term cash flow is a practical place to start.

🌐 Learn more about how Concord Wealth Partners helps families prepare for retirement at concordwealthpartners.com.

Important disclosure information: https://loom.ly/zC67Mm0

10/08/2026

🕙 No commute. No meeting invite. No PTO request.

☕ An ordinary Thursday in retirement might include coffee with family, a quiet morning outside, a favorite project, or time at a local ballfield. Concord Wealth Partners believes the useful planning question is not only when work ends, but what you want your time to make room for.

10/05/2026

🧭 A first conversation with a financial advisor should make the process clearer, not more complicated.

📝 Ask who the advisor serves, what the relationship includes, how the planning process works, and what communication will look like. For families who value plain answers and dependable follow-through, clarity matters. Concord Wealth Partners wants every prospective client to understand what happens next.

10/02/2026

🍁 Fall traditions often look simple: a football game, an afternoon outside, apple picking, or an evening with family. But those are often the moments people want their time and money to support.

🧭 Financial planning is not only about preparing for a distant goal. It is also about making thoughtful choices today that leave room for the people, routines, and experiences that matter most.

09/30/2026

🏢 Business owners spend years focused on operations, employees, and the future of the company.

📈 Social Security claiming age is one of several factors that can affect an individual retirement picture. In this video, Justin outlines questions business owners may want to discuss with an appropriate, qualified professional before making an individual decision.

Book a complimentary business strategy call: https://loom.ly/b4m1uko

09/24/2026

🌅 Retirement is about more than a financial milestone. In a survey of 2,690 retirees, 89% described themselves as generally happy, 88% reported close relationships, and 78% said they have a strong sense of purpose.

🤝 One result stood apart: only 55% said they have an active social life. Retirement planning can include thinking about how you want to spend your time and who you want to spend it with.

The financial side is only part of the picture.

09/22/2026

🧭 A retirement plan is more than a first-year income number.

📊 In this video, Justin discusses questions that can help frame longer-term needs, including inflation, healthcare, and changing income needs.

▶️ See how those pieces fit into a broader planning conversation: https://loom.ly/oEOhCNM

09/16/2026

💼 Do you know what your company is worth, not just what it earns?

📊 Justin explains why an estimate is not a valuation and why tax considerations may deserve attention before a sale or transfer.

For many owners, the business is the largest item on the balance sheet. Valuation and tax planning can be part of the conversation before a decision is on the table.

▶️ Watch the video on our YouTube channel here: https://loom.ly/dwc6Pwc

📅 Schedule a Free Business Strategy Call: https://loom.ly/b4m1uko

This information is not intended to be a substitute for specific individualized tax or legal advice. Individual tax or legal matters should be discussed with your tax or legal professional.

Do you know the true value of your business? Or what it could cost ...

09/13/2026

👵 Happy Grandparents Day to every grandma, grandpa, Mamaw, and Papaw.

❤️ Grandparents pass down the things that never show up on a statement: family stories, practical know-how, and how to keep your word.

Many also help quietly with a car, a semester, or an unexpected bill. Putting that generosity on paper can help it fit alongside your own retirement.

Today, show a little extra love to a grandparent who taught you something that stuck.

09/11/2026

🕯️ Twenty-five years later, we remember the nearly 3,000 lives lost on September 11, 2001.

🇺🇸 We honor the first responders who ran toward danger and the families forever changed. Today, we pause with neighbors throughout the country. We will never forget.