Skip to main content

Strategic Financial Concepts Logo

 210.737.7800  admin@tnfa.net
  •  
  •  
  •  

Strategic Financial Concepts Logo

  • HOME
  • WHO WE ARE
    • About Us
    • What Makes Us Unique
    • Our Team
    • News & Events
  • OUR THINKING 
    • Our Philosophy
    • Synergy Circle
  • WHAT WE DO 
    • Business Planning
    • Wealth Management
    • Individual Planning
    • Asset Protection
  • LEARN MORE 
    • Newsletters
  • CONTACT US
  • GALLERY

    You are here

  1. Home
  2. WHAT WE DO
  3. Individual Planning

Individual Planning

Goal Planning – It is important for us to understand each client’s goals, dreams and objectives. We want to know what we are accomplishing on their behalf.

Investment Management – We review, monitor, trade, and manage a client’s investable assets. We pick the most appropriate custodian, investment vehicles and evaluate market conditions to allow us to invest based on the client’s risk tolerance and objectives. We also provide objective advice on investments through our three custodians—LPL Financial, Schwab and TD Ameritrade.

Insurance Management – We review, price, evaluate and monitor all insurance coverage (Life, Health, Disability, Long-Term Care, Property & Casualty, etc.) to provide the protection level the client desires. To obtain the best pricing and coverage we price multiple companies. We are able to provide objective advice because we are an independent marketing organization (IMO) or Managing General Agent with over 40 insurance carriers.

Budgeting – We work with our clients to make sure they have clear budgets that are flexible enough for life’s challenges, yet complete enough to help them build toward their goals and dreams.

Book a Complimentary Consultation

Tell a Friend

Looking to learn more?

Get in touch today

Contact Us

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

  •   6800 Park Ten Blvd Suite 130 E, San Antonio, Texas 78213
  •   210.737.7800
  •   admin@tnfa.net

Contact us

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

© 2019 Strategic Financial Concepts. All rights reserved.

Website Design For Financial Services Professionals