Who is SFC?

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.