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
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Four vacation destinations you might never have thought of.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
The tax rules that govern donating art are complex and confusing. Take a closer look.
This article may help you maximize the benefits of your donation for your chosen charity.
The uncertainties we face in retirement can erode our sense of confidence.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
When you retire, how will you treat your next chapter?
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?