Individual Retirement Plans

Young Family

INDIVIDUAL RETIREMENT PLANS

What does retirement look like for you? If you are planning for retirement or are already living in retirement, let us help you navigate your course. Whether it’s management of your various income sources, asset and liability management, or insurance and health care planning, we can take care of the hard stuff and let you focus on what is most important to you.

If you haven’t started yet we can help you get going in the right direction. The best day to start saving for retirement is always TODAY. Let us help you open a Traditional or Roth IRA or roll over an old 401(k).

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