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Our Services

At Strategic Financial Concepts, Inc., we provide assistance in the following areas:

Investments

  • Mutual Funds
  • Variable Annuity
  • Unit Investment Trusts
  • Brokerage Accounts
  • Common Stock
  • Bonds
  • Direct Participation Programs
  • Certificates of Deposit
  • Government Securities
  • Roth IRA
  • SEP IRA
  • SIMPLE IRA
  • Traditional IRA
  • Coverdell Education Savings Plans & 529 Plans

Financial Planning

  • Comprehensive Financial Plans
  • Asset Allocation  Analysis
  • Retirement Planning
  • Estate Plans
  • 401(k) Planning
  • 403 (b) Planning
  • College Funding Strategies
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans  

Insurance

  • Life Insurance
  • Disability Income
  • Long Term Care

Business Planning

  • Business / Farm / Practice Succession Strategies
  • Qualified Retirement Plans
  • Family Transfer Issues
  • Agreement Funding Strategies
  • Coordinated Legal Document Preparation

Let Us Help You Master Your Money


Anyone who has taken a thorough look at the major areas of his or her financial life, such as insurance, tax management, estate planning, and capital accumulation, needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.