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Character, Integrity, Excellence, Service

To help provide long term security for your family, you must have a blueprint to continuously work toward your goals. Strategic Financial Concepts can help get you there.

Strategic Financial Concepts offers comprehensive solutions through a spectrum of financial services. From helping grow through planning for your family’s future, Strategic Financial Concepts is Scottsdale's professional investment advisor representative.


Welcome to Strategic Financial Concepts. Our mission is to help create and maintain wealth for our clients through effective risk and asset management. We build client relationships based on trust, competent professional advice, communication and prompt personal service.

We have designed this site for clients and visitors to use as a financial planning and investment resource. You will find a host of information, including current financial market updates, articles, investment research tools, financial planning resources and calculators, as well as useful links to other financial planning and investment related sites.

If you have any questions, please e-mail us or call to make an appointment


Contact us today for a free consultation.

Financial Guidance

One-size fits all policies are best left to vacation bike helmets. At Strategic Financial Concepts, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Protecting your Legacy

Uncertainty leaves room for opportunity. At Strategic Financial Concepts, we can help solidify tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.

Wealth Management Strategies

Growing your wealth requires patience and foresight. With our comprehensive investment strategies, we’ll help you build long-term profitability through comprehensive planning.

Insurance Services

A good defense is the best offense. Let Strategic Financial Concepts help you evaluate your insurance needs and create a strategy to help address them.