At Total Financial Concepts, Inc, we believe our teamwork approach adds a broader perspective to all we do and provides additional benefits to our clients.
We can help you address:
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
We also can answer your questions, including:
Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Bob Tuzzo, CLU®, ChFC®, MSFS
As a member of the Society of Financial Professionals and with over 35-years experience, Mr. Tuzzo holds a Masters of Science Degree in Financial Services. He is also a Chartered Life Underwriter and Chartered Financial Consultant, and...
Todd Jakubik, CFP®
Todd J. Jakubik*, CFP® is a seasoned financial professional specializing in asset management and cash flow analysis. Since becoming a partner at Total Financial Concepts in 2006, he has developed a comprehensive approach to helping...
Diane Lanigan is an integral part of the team at Total Financial Concepts, serving as the Administrative Assistant for the entire team. Diane received her degree from Katherine Gibbs Business School, and has an additional Associated...
Brandon Grocki, CFP®
Certified Financial Planner
Brandon Grocki is a thoughtful and conscientious financial professional, delivering personalized investment and asset protection strategies to both families and business owners. His individualized approach carefully considers the...
Stephen Benvenuto joined the financial services industry in 2018. He is passionate about project management, improving processes, and providing excellent service to both colleagues and clients.Stephen joins Total Financial Concepts,...