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Welcome
Video introduction to our services please click the BLUE Button:
Financial planning can be complicated. To make practical financial decisions, you must know how to first design and then execute a plan. This requires understanding the market intimately, researching asset managers relentlessly, supervising the financial planning process carefully and managing cash flow actively. Most people, however, may not have the time or the specialized knowledge to navigate these complexities.
Our clients typically have no desire to manage their financial affairs on a daily basis. They want to simplify their lives and in turn are willing to enter into a long-term relationship that is mutually beneficial.
Our website is designed to help you learn more about Concord Advisors and to simplify and expedite your financial planning process.
- Introductory Video
Please take a few minutes to see how our financial management process may benefit you. Our consulting process is designed to develop alternative strategies designed around your personal needs, preferences and experiences.
- Concord Advisors Desktop Icon
Think of our icon as your personal online speed-dial to our services. You'll have a direct link to resources for financial insights and helpful investment resources.
- Questionnaires
Our process begins with a client check-up to build a blueprint of where you are today through the use of questionnaires. The Budget Finder is a tool that helps us learn more about your lifestyle budget � what it costs to maintain your lifestyle, not necessarily a rigid cash flow. As part of this process we need to understand how you make decisions about risk with our Risk Evaluation sheet. Over time, our approach will help characterize your objectives and refine your goals, aspirations and the resources your plan requires.
You may begin using our services by simply contacting one of our advisors through the email link, installing our Concord Advisors desktop icon or giving us a call at (800) 672 - 0106. The evaluation questionnaires are designed to simplify the process of getting started. Pick one, complete it, send it to us and we can begin.
Sincerely,
Jonathan D. Herbruck, CFP®
InstallCode: Concord.37
Supplemental brochures for each advisor are available in the "Our People" section.
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Important Consumer Information
Jonathan D. Herbruck is a registered representative with ValMark Securities, Inc., a FINRA registered broker-dealer. While ValMark Securities, Inc. is registered to sell securities products in all 50 states and the District of Columbia, Jonathan D. Herbruck is only registered to sell securities products in the states of AZ, CA, FL, IL, IN, KY, MA, MT, NY, OH, PA, SC, TX, & WV. Jonathan D. Herbruck is an Investment Advisor Representative with Concord Advisors, a State Registered Investment Adviser, and ValMark Advisers, Inc., a SEC Registered Investment Advisor and is registered to provide Advisory Services in the State of Ohio. Jonathan D. Herbruck is also licensed to sell insurance products in the states of CA, IL, IN, KY, MI, NY, OH, PA, TX, & WV. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Jonathan D. Herbruck is properly registered/licensed.
Timothy R. Haber is a registered Representative with ValMark Securities, Inc., a FINRA registered Broker/Dealer. While ValMark Securities, Inc. is registered to sell securities products in all 50 states and the District of Columbia, Timothy R. Haber is only registered to sell securities products in the states of CA, FL, NY, and OH. Timothy R. Haber is an Investment Advisor Representative with Concord Advisors, a State Registered Investment Advisor, and ValMark Advisers, Inc., a SEC Registered Investment Advisor, and is registered to provide advisory services in the state of Ohio. Timothy R. Haber is also licensed to sell insurance products in the states of OH, PA, TX, FL, and CA. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Timothy R. Haber is properly registered/licensed.
Ronald F. Hanson is a registered Representative with ValMark Securities, Inc., a FINRA registered Broker/Dealer. While ValMark Securities, Inc. is registered to sell securities products in all 50 states and the District of Columbia, Ronald F. Hanson is only registered to sell securities products in the states of FL, MI, NY, OH, PA, TX, and WV. Ronald F. Hanson is an Investment Advisor Representative with Concord Advisors, a State Registered Investment Advisor, and ValMark Advisers, Inc., a SEC Registered Investment Advisor, and is registered to provide advisory services in the state of Ohio. Ronald F. Hanson is also licensed to sell insurance products in the states of FL, MI, NY, OH, and TX. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Ronald F. Hanson is properly registered/licensed.
Joy A. Gibney is a registered representative with ValMark Securities, Inc., a FINRA registered broker-dealer. While ValMark Securities, Inc. is registered to sell securities products in all 50 states and the District of Columbia, Joy A. Gibney is only registered to sell securities products in the states of CA and OH. Joy A. Gibney is an Investment Advisor Representative with Concord Advisors, a State Registered Investment Adviser, and ValMark Advisers, Inc. a SEC Registered Invesment Adviser and is registered to provide Advisory Services in the State of Ohio. Joy A. Gibney is also licensed to sell insurance products in the State of OH. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Joy A. Gibney is properly registered/licensed.
Mark A Kalmeyer is a registered representative with ValMark Securities, Inc., a FINRA registered broker-dealer. While ValMark Securities, Inc. is registered to sell securities products in all 50 states and the District of Columbia, Mark A Kalmeyer is only registered to sell securities products in the state of OH and PA. Mark A. Kalmeyer is an Investment Advisor Representative with Concord Advisors, a State Registered Investment Advisor and is registered to provide Advisory Services in the State of Ohio. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Mark A. Kalmeyer is properly registered/licensed.
Concord Advisors, Inc. is a seperate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.
www.finra.org
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Third Party Money Management and Fee based planning offered through Concord Advisors, Inc., a State of Ohio Registered Investment Advisor
Certain Third Party Money Management offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor
Securities offered through Valmark Securities Inc., Member FINRA, SPIC
130 Springside Drive Suite 300 Akron, OH 44333-2431 * 1-800-765-5201
Concord Advisors and Concord Advisors, Inc. are separate entities from Valmark Securities Inc. & Valmark Advisers Inc.
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