Wealth Management

Wealth Management

Goals Planning – It is important for us to understand each client’s goals, dreams and objectives. We want to know what we are trying to accomplish on a client’s behalf.

CFO/Concierge Services – We act as the client’s liaison between all of their financial personnel, CPA’s, Attorneys, and Business HR Programs. We also work on cash flow and budgeting analysis. We can do everything from coordinating benefits, retirement programs, business continuity planning, asset purchase review, tax planning, investment management, insurance planning, key employee planning, business transition planning and expense review and help to link the company business plan with the client’s personal plan to maintain financial continuity.

Estate Planning – We work with either the client’s attorney or we refer one to structure the appropriate wills, trusts, business entities, insurance, investment management, charitable or foundation plans and powers of attorney. We also coordinate benefits with all parties involved and roll out the new estate plan to the entire family, acting as an independent third part to help relieve the tension among heirs.

Financial Planning – We work with our client on budgeting, cash flow, investment management, retirement planning, major purchases and home refinancing, insurance management and basic estate planning.

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 (MGA) with over 40 insurance carriers.

Entity Planning – The SFC works with your legal and accounting team to structure business entities and operations in the most effective manner. We separate risks and protect operations by effective entity creation and restructuring. We also work to develop the ownership of such entities in a tax favorable, estate-friendly way.

Tax Planning – Our firm does not provide tax advice. However, we do work with the client’s tax preparers to find innovative solutions and programs to help provide significant tax savings today and in the future. This joint effort is key to providing substantial tax saving to our clients.


Neither LPL Financial nor any of its representatives provide tax or legal advice.  Please consult your tax or legal advisor for answers to your specific questions. Outside providers of professional services are neither affilated with nor endorsed by Strategic Financial Concepts, LLC or LPL Financial.

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

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