6465 Wayzata Boulevard,
St. Louis Park,
For most individuals and families that are seeking advice on their financial, investment, insurance, tax, or legal needs, they are forced to meet with different professionals.
These professionals quite often operate independently, and they don’t all sit at the table collaborating on their behalf. In many cases each of those professionals are just trying to sell their individual products or services.
The end result is that people accumulate a lot of puzzle pieces (investment products, insurance policies, tax planning and a will or trust), but no clear picture as to how they all come together to meet the goals and objectives that are most important to them and their family.
At Strategic Financial Concepts, our goal is to bring the pieces of your financial puzzle together to enable you to worry less, enjoy life more and feel more confident about your financial future.
1. Financial Position2. Protection Planning3. Investment Planning4. Tax Planning5. Estate Planning6. Retirement Planning Solutions: -Distribution Income Strategies -Social Security Strategies -Medicare Planning & Education