Financial Planning

Condor's team of financial planning professionals offers personalized and unbiased advice on a variety of topics. This can be a vital aspect of the client relationship since our investment management services are often closely integrated with our financial planning efforts.

We believe that maintaining an ongoing awareness of your financial situation is important to make sure you stay on track toward meeting your financial goals.

In fact, we look to build long-term relationships with our clients so that we can provide continuity of advice over time and help you evaluate whether any adjustments to strategy are needed

• Retirement planning
• College funding
• Estate planning
• Charitable gifting
• Taxation issues
• Divorce planning
• Life and long-term care insurance
• Social Security and pension planning
• Retirement plan design for small business owners