Condor Capital Management

Financial Planning


Getting To Know You

A high-service, open and trusting advisor-client relationship lies at the heart of our success in comprehensive financial planning. Here at Condor Capital Wealth Management, our advisors are particular to the specifics of your plan-defining clear-cut goals tailored uniquely to your priorities, deepest concerns, and highest esteems.

By maintaining ongoing awareness of your financial situation, we will help you plan around the obstacles standing in your way–because in terms of applicability, what is the purpose of a plan without planning for the unexpected? So regardless of how far along you are on your financial planning journey, whether you just started or are approaching a pinnacle of sorts, helping you move forward and remain on track is what our advisors at Condor Capital are here to do!

 

Your Financial Planning Journey

FS

Fresh Start

Where To Begin

If you are at the beginning of your financial planning journey, you should start off by asking yourself the following three questions:

  1. What are my goals and objectives?
  2. What is my time horizon?
  3. What is my risk tolerance?

During our no-obligation introductory meeting, Condor Capital’s team of financial planning professionals will advise you in answering these questions, among others. Then through our continued discussions and evaluations of your plan, we will guide you in keeping your goals up-to-date and relevant.

 

Understanding Your Options

Condor Capital provides comprehensive planning services covering a range of aspects particular to our clients’ financial lifestyles. In getting to know you and your goals, our advisors will help you see the bigger picture and aid you in developing the appropriate plan(s) for you.

Contact us for more information!


Retirement Planning


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Estate Planning


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Tax Planning


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College Planning


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Insurance


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Life Transitions


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