• Clients Are Our Top Priority

    At SFC, we provide clients with independent and objective guidance that is motivated by their personal goals.

  • Working with the SFC

    At the SFC, our mission is to help each and every client—be they an individual, a family or a business—achieve their definition of financial success.

  • The SFC Has the Resources You Need

    At the SFC, we can help you find an attorney to assist you in drafting a will, setting up trusts or even a charitable foundation. And we’ll help you explain your new estate plan to your family.

  • Clients Are Our Top Priority

    At the SFC, we provide clients with independent and objective guidance that is motivated by their objectives.

  • Working with the SFC

    At the SFC, our mission is to help each and every client—be they an individual, a family or a business—achieve their definition of financial success.

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Investment Philosophy

At Strategic Financial Concepts, we follow an investment philosophy that combines multiple asset classes in an effort to achieve higher returns while lowering the risk of losing principal. We also incorporate a systematic process that replicates a disciplined approach that is often used in managing large institutional pension and endowment funds, overlaying it with our own proprietary strategy.

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What Makes Us Unique

Most advisors are busy selling something. We are busy serving the best interests of our clients – even if it doesn’t change our bottom line. We provide the deep service that our clients need - first and always. Our mission is to help clients achieve their definition of financial success. We are committed to providing objective recommendations to meet your insurance, investment and business needs.

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Featured Advisors

                                                                                                   Dean Boebinger

        Wayne Schwartz

Investment advice offered through Strategic Financial Concepts, LLC, a registered investment advisor.

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