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.
As a small business owner, you are likely well aware of the importance of financial planning. From tax planning to retirement plans, there are many aspects to consider when managing your finances as a business owner. In this blog post, we will provide insights into how to manage these issues and offer advice on how […]
Money is a valuable resource with finite limits, and how it is used can significantly impact one’s life. It affects your lifestyle, stress level, security, and legacy. To understand how to make the most of this limited resource, it’s essential to understand the basics of financial management. This blog post will discuss ways to maximize […]
Most people plan more for a vacation than they do for retirement. When planning for a trip, you research the weather, where you want to stay, where you want to eat, what excursions you want to take, and how long you’re going to be there. Then, hotels are booked, restaurant reservations are made, excursions planned, […]
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.
bd-eh-gp-a-1725-12-2023
