6465 Wayzata Boulevard
St. Louis Park,
We’re here for you, offering advice and support throughout life’s milestones.
Tailored to You
We take a personalized approach to your investment and financial planning needs.
From Success to Significance
Our experienced team shares a passion for helping you pursue your financial goals.
The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.
At Strategic Financial Concepts we strive to create a personalized financial roadmap, helping guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to serve you by being your financial advocate and by nurturing long-term relationships built on trust.
Our goal is to enable you to worry less, enjoy life more and feel more confident about your financial future.
We work with you to create customized strategies that address your personal needs.
We offer comprehensive wealth management and retirement planning strategies.
Social Security: By the Numbers
Tax Freedom Day
The Junk Drawer Approach to Investing
It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."