Concurrent Wealth Management

Concurrent Financial Planning offers a place where individuals, families and business owners can engage in a transformational personal financial planning process that aligns their life’s purpose with their money. ​We help you define a life money partnership so you can pleasantly strive toward your life aspirations. This is life money balance™.

Financial Services
Lubbock, Texas
Founded in 2018
1-10 employees

Concurrent Financial Planning offers a place where individuals, families and business owners can engage in a transformational personal financial planning process that aligns their life’s purpose with their money. ​We help you define a life money partnership so you can pleasantly strive toward your life aspirations. This is life money balance™.

Company Information

Industry
Financial Services
Company Type
Privately Held
Founded
2018
Employee Range
1-10
Revenue Range
Not available

Location

Address
101 S Military Ave Virtual headquarters serving clients nationwide Green Bay
City
Lubbock
Region
Texas
Postal Code
54303
Country
United States

Web Presence

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