Financial Planning

and Consulting

Image by Sharon McCutcheon

FINANCIAL PLANNING & CONSULTING

Are you just starting to think about your finances? Do you own a business? Are you trying to manage a retirement account at work? Are you enjoying retirement? No matter your current stage in life, we can help you make a plan and stick to it. Your entire financial situation should be considered in the process. We work with your other financial professionals to simplify your life, and to provide a holistic approach to finance for you, your family, or your business.

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