con - cin - nus
noun – harmonious or elegant arrangement of parts with respect to a whole
How can we help you bring harmony to your financial situation?
Individual Services
INVESTMENT MANAGEMENT
Personalized investment management for the modern world.
FINANCIAL PLANNING AND CONSULTING
No matter where you are in life, we can help you make a plan and stick to it.
INDIVIDUAL RETIREMENT PLANS
Want to start your own Individual Retirement Account? We can help you set up a Traditional IRA or Roth IRA.
TAX AND ACCOUNTING SERVICES
Tax planning and tax preparation for families. Are your investment and tax professionals working together?
Small Business Services
BUSINESS PLANNING AND CONSULTING
From new startup to final sale, our outsourced CFO service can help ensure that your business is on the path to success.
SMALL BUSINESS RETIREMENT PLANS
Need a retirement plan for your business? Put our global investment approach to work for you and your employees.
TAX AND ACCOUNTING SERVICES
Taxes and bookkeeping for businesses. Are your investment and tax professionals working together?
INTERACTIVE AND RESPONSIVE
We are a communication focused organization. Our typical client expects a simplification of their investments and overall financial situation while receiving proactive and actionable updates from their financial advisor.
INFORMATION YOU CAN ACT ON
We realize that you have hopes and dreams, and that your financial assets are the means to help you achieve them. We can help you develop a financial roadmap to where you want to be, and help you stick to it along the way.
FINANCIAL EDUCATION
We believe you should understand where your money is invested, and why they are invested that way. Financial education combined with your own personalized and transparent portfolio is key.
"YOUR LIFE DOES NOT GET BETTER BY CHANCE, IT GETS BETTER BY CHANGE."
JIM ROHN
QUESTIONS?
Do you have questions about your financial situation? Contact us today to start the conversation.
IN CASE YOU NEED HELP
WE CAN MAKE A PLAN
No matter your current stage in life, we can help you examine your financial status, make a financial plan, and help you stick to it.
CONTACT US TODAY
Contact us today to find out how Concinnus Financial can help you start the process of planning for your future.
Concinnus Financial is a fee-only investment advisor based in Post Falls, ID and registered in Washington, Idaho, and Arizona. We provide investment management and financial services for individuals, families, and small businesses. Utilizing advances in investment and communications technology, we keep you up-to-date on global changes and how they personally affect you and the assets you have accumulated.