About Our Bay Area Financial Planners
At InConcert Financial Group we approach
our work very differently than most consulting firms.
Fashioned Values. As an independent consulting company,
that’s the kind of people we are, we want to restore
certain qualities the larger firms have left behind. Our clients
expect more, and they should.
One of our founding principles calls for our consultants to
live and work in the same community as our clients. "Being
local" means better access, less travel, deeper understanding
of our clients, and greater continuity. In the end, our people
can work smarter and faster for you because we’re also
invested in your community.
No Vendor Strings Attached.
We guard our vendor-neutral status carefully. We feel our
neutrality is the key to unlocking the most elegant solution—the
one that effectively solves the problem in the most thoughtful
and economical way—for each client, every time.
Collaboration as a Trusted Advisor.
We appreciate the importance of our role as a "trusted
advisor," and we take steps to strengthen it. Our idea
of leadership requires listening before acting. So we emphasize
partnership, involvement and side-by-side collaboration. In
our line of work, it’s imperative.
Insistance on Experience.
Simply put, we hire only top talent and proven professionals.
In fact, our consultants average 15 years of experience. It’s
part of our commitment to superior service, and it gets results.
We will promise that our services will meet or exceed your
expectations. It’s a point of pride for us to help you, the client, achieve your goals.