Welcome to Investment Concepts and Financial Planning Services, Inc.
Gain from an Independent Perspective.
Investment Concepts and Financial Planning Services, Inc. is an independently owned financial consulting firm with more 29 years of dedicated personalized service to our clients.
Our independence allows us to offer you an unbiased approach to serving your investment needs.
We are pleased to offer our comprehensive financial planning and investment services to a broad range of clients. If you are working to become financially independent, we are here to help you.
Whether you are just starting to save for your future or are a seasoned investor, Investment Concepts has the financial management experience to direct you towards reaching your objectives.
Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to individuals, families, and business owners.
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A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Tips to avoid checking in luggage on your next vacation.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The uncertainties we face in retirement can erode our sense of confidence.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Is your estate in order? This short quiz may help you assess your overall strategy.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are a number of ways to withdraw money from a qualified retirement plan.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know these three personal finance sayings?
There are three things to consider before dipping into retirement savings to pay for college.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, cracking the code on bonds.