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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*.

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Serving Individuals

We can help take some of the mystery out of preparing for your financial future.

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Business Planning

Our insight and perspective helps business owners pursue their objectives and success.

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Investing Strategy

Let us provide you with guidance that can help you understand and better define your financial goals.

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Helpful Content

Building a Solid Financial Foundation

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

 

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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