Our Mission Statement
Total Financial Concepts, Inc. is dedicated to offering clients excellence in integrated financial services. Understanding our client's goals and objectives, and helping meet their unique needs is our number one priority. We use a discovery process that is designed to lead to sound financial strategies through alliances formed with providers of financial products and services. We specialize in the areas of Protection, Wealth Accumulation, Retirement Planning, Estate Conservation, Business Planning, and Asset Management*.Contact Us
We can help take some of the mystery out of preparing for your financial future.Learn More
Our insight and perspective helps business owners pursue their objectives and success.Learn More
Let us provide you with guidance that can help you understand and better define your financial goals.Learn More
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
For many, retirement includes contributing their time and talents to an organization in need.
A collection of tips from professional travelers.
Apps that help small business owners better manage and grow their business.
However exciting retiring abroad may sound, it deserves considerable planning.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
There’s been a lot of talk about Tax Reform. What might it look like?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.