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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What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
There’s a link between debt and stress.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Beware of these traps that could upend your retirement.
The item most homeowners forget on their home improvement project checklist is insurance.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
A letter of instruction provides additional and more personal information regarding your estate.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How will you weather the ups and downs of the business cycle?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here is a quick history of the Federal Reserve and an overview of what it does.
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
When should you take your Social Security benefit?