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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You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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?
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Currency has been around for a long time. Here’s a quick history lesson.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The market is as unpredictable as the weather. We’d love to help you prepare.
Around the country, attitudes about retirement are shifting.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?