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The Strategic Difference

Our innovative team approach allows Strategic Financial Concepts to offer a full range of financial services and to explore concepts proven to make a difference in today’s ever-changing economic environments.

STRATEGIC INVESTMENT PLANS
Portfolio Analysis
Asset Allocation
Asset Management Analysis
Fee Based Management
Tax Reduction Strategies

STRATEGIC FINANCIAL PRODUCTS
We offer a full range of investment and insurance products available in the marketplace, including agreements with over 200 management firms and insurers.

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

STRATEGIC ESTATE PLANS
Gift and Estate Tax Strategies
Multi-generational Planning
Asset Valuation Discount Techniques
Remainder Interest Transactions
IRA / Qualified Plan Distribution Strategies
Charitable Planning
Asset Protection Plans