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
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Building wealth requires protection from the forces of wealth destruction.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Here are six flags that may make your tax return prime for an IRS audit.
Do you have an estate strategy? You should.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
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.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Agent Jane Bond is on the case, cracking the code on bonds.