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info@totalfinancialconcepts.com
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Helping You Navigate Life’s Rough Waters

We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

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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*.

SERVING INDIVIDUALS

SERVING INDIVIDUALS

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

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 Business Planning

 Business Planning

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

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Investing Strategy

Investing Strategy

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

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dOES mY PORTFOLIO FIT ME?

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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Resources

Our goal is your success. Below are some resources to help you have a successful financial future.

Articles

A collection of handpicked articles.

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Calculators

Calculate elaborate financial decisions with total calculation.

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Videos

Even more videos to enjoy.

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Presentations

Managing your money involves more than simply making and following a budget.

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8 Timeless Principles of Investing

Pursuing a sound financial strategy doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Strategic Partners

"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Look before, or you’ll find yourself behind."

- Benjamin Franklin

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