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
Around the country, attitudes about retirement are shifting.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
It's important to understand the pros and cons when considering a prepaid debit card.
Life insurance proceeds are generally tax-free. But not in all cases.
For homeowners who think their property taxes are too high, there are ways to appeal.
Second marriages are a trigger event to revisit any existing estate strategies.
Calculating your potential Social Security benefit is a three-step process.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A bucket plan can help you be better prepared for a comfortable retirement.
When should you take your Social Security benefit?
All about how missing the best market days (or the worst!) might affect your portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?