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
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Life insurance proceeds are generally tax-free. But not in all cases.
When to start? Should I continue to work? How can I maximize my benefit?
A collection of tips from professional travelers.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Can you keep up with your children’s mobile slang?
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Here’s a quick guide to checking to see if you have unclaimed money.
How do the markets usually react to elections? Was the 2016 election any different?
That big list of dreams and goals isn't the only way to look at your bucket list.
Agent Jane Bond is on the case, cracking the code on bonds.
Here’s a crash course on saving for college.
Around the country, attitudes about retirement are shifting.