Overview

Overview

At Strategic Financial Concepts, we provide our clients with a full range of products and services designed to help them succeed. We provide services such as business planning, wealth management, planning for individuals and help protecting assets. We then work with insurance and financial services companies to make sure you have access to the products you need to work toward your goals.

Strategic Financial Concepts is a registered investment advisory firm. We coordinate investment management and all of our planning services through this organization. We have access to LPL, Charles Schwab and TD Ameritrade to provide objective advice to each of our clients. We do not sell any proprietary funds. However, we do have access to some closed end funds and programs within these custodians to add value to each of our relationships.

We have full-time money management staff including a 20-year veteran in portfolio management and use high level software such as Black Diamond, Red Black and Branch Net. We also have access to all of the money managers and trading platforms that are available at each of our custodians. SFC provides a robust platform and tools to help each account find the correct custodian and manager. We also have direct access to all of the major mutual fund platforms such as American Funds, Oppenheimer, Pacific Life, Putnam and Blackrock.

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

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