Total Financial Concepts, Inc is dedicated to providing clients with 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, which leads to sound financial planning * through alliances formed with providers of financial products and services we specialize in the areas of Protection, Wealth Accumulation, Retirement Planning, Estate Planning, Business Planning, and Asset Management *. Our vision is that every client achieves peace of mind, a feeling of security and the financial freedom to live with confidence and comfort. Total Financial Concepts, is dedicated to providing you with excellence in integrated financial services. We strive to understand your goals and objectives so that we can provide strategies to meet your unique needs. With more than 25 years in the financial services profession, Total Financial Concepts, Inc is uniquely positioned to assist a defined segment of the population to help achieve their economic, and hence, their personal goals. The staff of Total Financial Concepts, Inc has been selected to deliver the greatest levels of expertise and service in specific areas. Besides the areas listed above, Total Financial Concepts, Inc provides Life Insurance, Health Insurance, whether Individual or Group Medical, Disability Income, Long Term Care and Overhead Expense policies. We limit our practice to individuals with a net worth of $1, 000, 000 or more, and businesses and professional practices that have a proven track record of success. By focusing our practice we are better able to solve problems and answer questions that are top of mind for you, such as:
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