Investments

401k & 403b ROLLOVERS. When you leave employment, whether by seeking a better opportunity, downsizing or retiring, don't leave your money behind. Your old company plan can be rolled over into a self directed plan that you now control. This opens up your investments options dramatically and really puts you in charge of these funds for the first time. But don't worry, Concorde is there is to help plan, execute and monitor these funds all the way through your retirement years.

There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including potential loss of principal. Investments will fluctuate and when redeemed may be worth more or less than when originally invested.