At Financial Life Concepts, we make it our priority to get to know you as a person. We want to provide you with the most complete course of action possible by learning about your vision for your retirement, your children's education, and other financial goals you may have as you navigate through life.
Once we complete the initial process of defining your goals, measuring your risk tolerance, and preparing a financial plan, we recommend, discuss, and implement an appropriate investment portfolio. But our service does not stop there. We also monitor the progress your assets are making. In our periodic meetings, the focus is directed to your financial life goals and progress toward meeting those goals. As part of this process, we review with you the performance of your portfolio by comparing it with relevant market indexes as well as managers with similar investment objectives.
Some of the services we offer are:
- Financial Planning — Complete financial plan, including education funding, retirement, insurance analysis, and estate and income tax planning.
- Investment Services — Includes individualizing your investment portfolio to your goals, risk profile, and income tax situation.
- Insurance Services — Includes annuities, long-term care, and fee-based life insurance.