Broker Check

Your guide to a
tax-smart retirement

Specialized Guidance | Confident Retirements

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Client Centered

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Are you retired? Or getting ready to retire?

Are you retired? Or getting ready to retire?

But you still have questions...

  1. How can I reduce my taxes in retirement?
  2. How do I ensure my nest egg will last?
  3. Are my investments aligned with my retirement?
How Can We Help

Our Services

Tax Planning

Tax planning is one of the most overlooked yet powerful resources available to retirees. Without a thoughtful tax strategy, taxes can quickly erode your retirement savings and limit your financial flexibility

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Investment Management

One of the greatest risks facing retirees is experiencing a significant market downturn just before or in the early years of retirement—a phenomenon known as sequence of returns risk.

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Retirement Income

Most advisors are skilled at helping clients grow their assets—climbing the mountain—but far fewer specialize in the arguably more critical challenge of generating reliable retirement income, or safely guiding clients down the mountain.

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Healthcare Planning

Healthcare is one of the largest—and most unpredictable—expenses in retirement. We will help you build a plan for these costs.

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Estate Planning

Without a well-crafted estate plan, your assets may be subject to probate—a lengthy, costly, and public legal process that can delay the transfer of your wealth to loved ones.

Learn more

Interested in working with us?

We’ve designed a process to give you clarity and confidence as you plan for your future, at absolutely no cost or obligation to you. Our goal is to provide significant value tailored to your unique situation while ensuring we are the right fit for you. After all, it’s
a two-way street—we want this to be a win-win for everyone involved.

Step 1 - Schedule your "Peace of Mind" Appointment

We’ll get to know you and your goals and begin to assess if we can add value. If we can, we’ll invite you to the next step!

Step 2 - Review your "AlignPoint Checklist"

After we analyze your situation, we put together our AlighnPoint Checklist that highlights our findings

Step 3 - Personalized ongoing guidance.

Hire us to guide you through all 5 areas of a tax-savvy, confident retirement plan.


Concurrent investment advisors was named Excellence Awardee by Investment news in 2025. The award was based on: Employee value proposition, Overall client service and relationship management, Unique business plan and strategies, Spirit of innovation, Industry reputation. Concurrent Investment Advisors did not pay a fee to be considered for or to receive this award. This award is not indicative of future performance and may not be representative of any one client’s experience.


Our team has been featured in the following publications:


Harriman Hall Wealth & Fidelity Investments

Harriman Hall Wealth & Fidelity Investments

Fidelity Investments® is one of the world’s largest providers of financial services. The firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit Fidelity.com.

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Harriman Hall provides all investment advisory services through Concurrent Investment Advisors, LLC (“Concurrent”), an SEC Registered Investment Advisor. Harriman Hall and Concurrent Investment Advisors, LLC are not affiliated companies. The information provided is for educational and informational purposes only. Concurrent Investment Advisors, LLC, d/b/a Harriman Hall Wealth, does not provide legal or tax advice. Please consult with your attorney, accountant, or tax advisor based on your individual circumstances.