Services

Individual Planning

Individual Planning

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 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 unbiased advice on investments through our three custodians—LPL Financial, Schwab and TD Ameritrade.

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.

Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through Strategic Financial Concepts, LLC, a registered investment advisor.  Strategic Financial Concepts, LLC and NFA Wealth Management are separate entities from LPL Financial.  The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Hawaii (HI), Illinois (IL), Iowa (IA), Kansas (KS), Louisiana (LA), Massachusetts (MA), Maryland (MD), Missouri (MO), Mississippi (MS), Montana (MT), Nebraska (NE), New Jersey (NJ), New Mexico (NM), New York (NY), Nevada (NV), North Carolina (NC), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Puerto Rico (PR), South Carolina (SC), Tennessee (TN), Texas (TX), Utah (UT), Washington (WA), Wisconsin (WI)

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