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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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Investment

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Helpful Content

A Brief Guide To Condo Insurance

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

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

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

 

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Directors and Officers Liability Insurance

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

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

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How Compound Interest Works

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for College

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

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

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

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Saving for College 101

Here’s a crash course on saving for college.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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