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.
Robert (Bob) Wagner
Mission, Vision, and Values
We are driven to help each client work toward their unique definition of financial success.
We strive to establish our firm as the new standard in the financial services industry.
Faith, Family, Finance, Fitness, and Fun. This has always been the foundation of our firm.
Faith - While religious Faith is a personal choice, you must have Faith that we will support you
Family - We believe your Family must come first
Finance - We believe your Finances have to be in order, therefore we operate from financial strength vs. financial weakness
Fitness - Fitness is both physical and mental, and we believe you must be Fit to be engaged in our business
Fun - You must also have Fun. If you are not having Fun, then why do it? Here at National Financial Alliance, we believe you must make life enjoyable