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
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Marriage changes everything, including your insurance needs.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Apps that help small business owners better manage and grow their business.
Can you keep up with your children’s mobile slang?
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
It's important to make sure your retirement strategy anticipates health-care expenses.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
How federal estate taxes work, plus estate management documents and tactics.
When should you take your Social Security benefit?
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn how to harness the power of compound interest for your investments.
There are a few things to consider when buying or leasing your next vehicle.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?