Financial Concepts was incorporated in 1978 with a vision to provide the highest quality financial security management for corporate management teams, affluent individuals, and their families.
We help select individuals to protect and preserve their net worth and business values. We assist select clientele in their charitable planning.
FCI develops and manages long-term financial security strategies for our clients. We work with all types of client advisors, such as accountants, tax attorneys, estate planning attorneys, and trust officers.
Client objectives drive the design of plans that minimize estate taxes and transfer wealth to both future generations and designated charities.
Above all, through this process we maintain the utmost respect for the time, experience, and privacy of our clients.
Our Goal
Our goal for each client is to build a long-term relationship based on the highest level of professionalism and integrity. We work closely with other legal, accounting, and financial advisors. The fact that all of our new business comes from referrals from professional advisors and clients shows our approach to client development works. We work diligently to maintain quality service relationships.