Broker Check

Independent Planning with Exceptional Service

A few years ago our founder, Edick Lucas, stayed in a high end hotel while visiting San Francisco. As a Floridian, he didn’t know the area and was searching for a place for dinner. He turned to the hotel’s Concierge, who gathered more information about what he was expecting, provided him multiple options, and navigated all of Edick’s questions about the area with patience and ease.

In 2014, when Edick started Concierge Financial Planning Group, he thought back to that experience and the high level of service he received. When speaking with the hotel’s professional, he felt educated, empowered and able to use the tools given to pursue success.

This is the planning approach we utilize at Concierge FPG. We provide our clients with an unparalleled level of service, develop long-term relationships, and get to know each client on a personal level before making any recommendations.

WE LEAD WITH ADVICE, NOT PRODUCTS, TO ALWAYS SERVE YOUR BEST INTEREST.

Why Choose a CERTIFIED FINANCIAL PLANNERTM Professional? 

Most people think all financial planners are certified.  But many are surprised to learn that anyone can use the title financial planner.  Only advisors who have fulfilled the rigorous requirements can use the CERTIFIED FINANCIAL PLANNERTM Professional credentials. This includes maintaining strict guidelines in the following areas:  

  • Education
  • Examination
  • Experience
  • Ethics
  • Bi-Annual Re-Certification

CFP® Board of Ethics

In addition to these requirements, what distinguishes this designation from everyone else in the financial services industry is the CFP® Standards of Professional Conduct. The CFP® Board's Code of Ethics and Professional Responsibility holds its advisors to the highest ethical and professional standards. This provides added peace of mind that your advisor will act with integrity, offer you objective services based on your needs, provides details on how they are compensated and put any conflicts of interest in writing. 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

TOGETHER, LET'S CREATE YOUR PLAN FOR FINANCIAL WELLNESS

We are in-tune with the issues critical to the success of business owners and their employees

  • Customized Retirement Plan Solutions: Administration, Compliance, Monitoring retirement plan health.
  • Employee Benefits: Group Benefits, Healthcare, Long-Term Care, Disability Income
  • Executive Compensation: Key Employee Retention, Deferred Compensation, Optimize Retirement Plans
  • Business Succession: Exit Planning, Buy/Sell Agreements
  • Entity Planning: Business Valuation, Taxes, Risk Management 
  • Estate and Asset Protection Strategies
  • Personal Accumulation and Investment Planning: Savings, Portfolio Analysis, Education Funding

    Our personalized and simplified process creates a custom plan for your financial wellness and success.

    • Accumulation Planning: Savings, Budgeting/Debt, Purchasing a Home, Funding for Children’s Education
    • Investment Planning: Objectives, Risk View and Sensitivity, Portfolio Analysis
    • Risk Management: Taxes, Healthcare Costs, Inflation, Market Risk
    • Retirement Planning: Social Security Maximazation, Medicare Coordination, Retirement Plan Management and Income
    • Estate and Asset Protection Strategies
    • Contingency Planning: Disability Insurance, Long-Term Care Insurance, Survivor Income (Life Insurance)