Customized Planning. Conservative Investing.
At Financial Concepts, we believe that creating your ideal financial plan requires a deep understanding of your unique needs, goals, and dreams for the future. When we start working together, we'll begin by taking the time to evaluate every aspect of your entire financial life. We'll explore where you are now, where you want to be in 10 years, and your longer-term goals—from starting your own business to leaving a legacy to future generations. We'll talk through your comfort with investment risk, your sensitivity to market volatility, and the emotions that often surround personal finance. Following our discussion, we'll take what we've learned and use it as the basis for creating an optimal comprehensive financial plan to address your personal goals and objectives.
Small Business. Great Service.
We are committed to true customer service. As a small business, we take pride in our commitment and our ability to treat our clients like family. We trust that your values are our values, and we believe it's important to take the time to clarify your investment process and explain the tools we recommend to meet your goals. That's why we'll always be here to answer every one of your questions, no matter how large or small. It's just one of the ways we help you stop worrying about your financial future.
In Touch. In the Know.
We believe communication is vital to maintaining strong, effective relationships with our clients. As our client, we'll keep you informed about the current market trends, challenges, and opportunities through our monthly newsletters and our client workshops and seminars. To be sure you're aware of the current status of your personal accounts and investment portfolio, we'll call you quarterly as well as meet with you annually, either in person or by phone depending on your preference, to examine your investments and objectives and make sure your plan remains consistent with your changing needs and goals. Of course, we always welcome your call if you have questions, changes in your financial goals, or concerns about your portfolio.