Concurrent Financial

This partnership allows Shoreline Hometown Credit Union to offer its members access to professional financial planning services. We aim to help you achieve your financial goals and secure your future.

Concurrent Financial Planning

Walk Through Our Doors. We Help You Walk Your Path.

We deliver a transformative financial advice experience that helps you align your finances to what you value most and build wealth to achieve financial freedom. Let’s plan for the life you envision.

Popular Financial Planning Priorities for the People We Serve:

Lifestyle spending & flexibility
Lifestage transitions & permissions
Risk & insurance management
Retirement choice, confidence, & investments
Forward tax planning
Social Security & Medicare
Sandwich Generation: college & adult children and elder parents
Student loan debt reduction
Career flexibility & benefits packages
Values-based charitable giving
Equity compensation
Legacy estate planning
Business tax & retirement
Business exit, protection & valuation
Cryptocurrency dynamic

Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®

CEO & Wealth Advisor
Schedule Your Free Good Fit Meeting
Visit the Concurrent Website
101 S. Military Ave, Suite 255
Green Bay, WI 54303