About Us

Client Centered

Strategic Financial Concepts (SFC) was established to protect, preserve, and accumulate wealth for clients. SFC is focused on investment management, financial planning, and insurance strategies for individuals, families, and businesses. By using a unique model to deliver advice and programs, SFC is able to address our clients’ ever changing needs. The organization is filled with financial advisors and back office staff that serve clients in 40 states throughout the United States.

SFC was established to deliver institutional investing, financial planning, and concierge wealth management to clients. SFC uses three custodians: Charles Schwab, TD Ameritrade, and LPL Financial. This allows SFC to focus on each client and advisor’s unique needs and match the company or companies to each client instead of the other way around.

Our Mission

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

We seek to accomplish this mission via our unwavering commitment to understanding, assessing and applying insight to help us develop objective and integrated plans that meet our client’s objectives.

To do this, we leverage our experienced team of planners, advisors and specialists, who provide our clients with the right resources at the right time. And, of course, we will make adjustments as the client’s definition of success evolves.

At SFC, we treat every client as if he or she were part of our family, placing their needs ahead of our own.

Our Vision

Our vision is to establish SFC as the new standard in the financial services industry, using our innovative, customer-centric method of integrated and comprehensive financial planning.

Our Goals

  • Set a new standard in terms of respect, leadership and our philosophy of “doing right” by the people we serve.
  • Make our innovative, customer-centric approach a primary point of distinction with our competitors.
  • Be innovative by driving fresh, new ways of thinking within the industry.
  • Establish a thorough awareness and reputation among prospective agent associates.