Financial Planner, Wealth Manager, Business Transition Specialist
Strategic Financial Concepts, LLC is a full service financial planning and investment strategy firm specializing in comprehensive, coordinated and integrated planning. Areas covered include, but are not limited to, investment, *estate, retirement, education, insurance and business planning.
We are dedicated to the integrity and excellence of every plan we do for clients. We will not recommend any course of action or any type of financial product until we are fully aware of the client’s current situation and the client’s ultimate goal or goals.
*Estate Planning services are provided working together with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.