In our experience, we have found that there are several roadblocks ‐‐ lack of goals, inappropriate investments, and procrastination ‐‐ that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks. Our extensive library of financial articles and reference material is broken down into several areas.
In the areas that are a concern to you, please list some specific topics of interest. For example, if you wanted more information on long‐term care, write long‐term care in the text box next to Risk Management.
After completing the form, please click on the “Submit” button. Your information will be emailed to our offices and we will prepare you a package from our library. All information will be kept confidential.
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Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Fortitude Investment Group, LLC is independent of CIS, CAM and CIA.
Fortitude Investment Group, LLC is independent of CIS, CAM and CIA, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.
Buy or sell orders, funds-transfer requests, address changes, or any other instructions requiring your signature cannot be accepted by email. The confidentiality of Internet e-mail cannot be guaranteed. Your messages may be read by persons other than the intended recipient. Please do not include your Personal Identification Number, password, or other private information in your message. This communication contains information which is confidential and may also be privileged. It is for the exclusive use of the intended recipient(s). If you are not the intended recipient(s), please note that any distribution, copying or use of this communication, or the information in it is strictly prohibited. If you have received this in error please delete.