Here are some signs that it’s time to find a different advisor – one who truly cares.
Here are some signs that it’s time to find a different advisor – one who truly cares.
Here are some signs that it’s time to find a different advisor – one who truly cares.
Here are some signs that it’s time to find a different advisor – one who truly cares.
This article shares simple yet effective steps you can take right now to potentially improve your financial situation.
This article delves into strategies for maintaining financial confidence through life’s inevitable changes, ensuring that you remain on track towards your long-term goals, even when the waters get choppy.
At Thornwood Financial, we are dedicated to guiding you through a comprehensive spring cleaning of your finances, focusing on three core areas: financial planning, solutions for small business owners, and optimizing through 1031 exchanges.
We explore practical financial tips that can help entrepreneurs manage their resources more efficiently.
In the realm of real estate investment, a 1031 exchange may be a powerful tool for investors. Named after Section 1031 of the U.S. Internal Revenue Code, it may allow an investor to defer capital gains taxes on the sale of an investment property, provided the proceeds are reinvested in a “like-kind” property. This strategy […]
In the bustling world of small business ownership, where every day presents new challenges and opportunities, planning for retirement can sometimes take a backseat. Yet, managing a financially confident future is essential, not just for you, but also for the sustainability of your business. At Thornwood Financial, we specialize in providing comprehensive financial strategies tailored […]
Entrepreneurship is a journey marked by stages of growth, challenge, and transformation. At each stage, financial planning has the potential to play a critical role in ensuring stability, growth, and long-term success. At Thornwood Financial, our suite of financial strategies tailored for small business owners, offers invaluable guidance for entrepreneurs navigating the complex landscape of […]
Check the background of these investment professionals on FINRA’s BrokerCheck.
IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax concepts, therefore you should consult your legal or tax professional regarding the specifics of your particular situation.
Investments in securities are not suitable for all investors. Investments in any security may involve a high degree of risk and should only be considered by investors who can withstand the loss of their investment. Prospective investors should perform their own due diligence carefully and review the “Risk Factors” section of any prospectus, private placement memorandum or offering circular before considering any investment. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA / SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Thornwood Financial is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Laura Jocius at [email protected].
This is for informational purposes only, does not constitute as investment advice, and is not legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
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