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 CHANGE."

JIM ROHN

Image by John Salzarulo

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.

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Concinnus Financial is a fee-only investment advisor based in Post Falls, ID and Spokane, WA. 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.

DISCLOSURE STATEMENT

Concinnus Financial Inc. is a registered investment adviser in the state of Idaho and Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

CONCINNUS FINANCIAL

Based in the Spokane and
Coeur D' Alene area. 
Washington

Phone - 509.220.1895
Idaho Phone - 208.755.9430

©2020 - Concinnus Financial - by Linknow Media