Broker Check
 
A Holistic Approach Long-Term Relationships Simplified Solutions Designed for You

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

Serving Individuals

We can help take some of the mystery out of preparing for your financial future.

Learn More

Business Planning

Our insight and perspective helps business owners pursue their objectives and success.

Learn More

Investing Strategy

Let us provide you with guidance that can help you understand and better define your financial goals.

Learn More

About Us

Learn More

Retirement

Learn More

Investment

Learn More

Helpful Content

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

 

The History of Retirement

Do you know where the idea of “retirement” comes from?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

View all articles arrow

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Social Security Taxes

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Compound Interest Works

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

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

View all presentations arrow

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

View all videos arrow