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Our Approach

It's about you.

From your very first appointment with us, you are important. In fact, before you even come in, we want to know about you and your story. We want to know what your goals are and what concerns you may have. Our job is to identify those and provide you with comprehensive financial planning. What does that mean?

As an independent financial planning firm, our recommendations are objective. Not only do we have access to the best money managers, we also continuously educate ourselves about the top products and technology available. Our holistic approach to financial planning is solely based on your unique situation without regard to our compensation.

At Investment Concepts, we incorporate a strategy that matches distinctive retirement income needs with time-segmented investments. This approach separates retirement assets into three categories: immediate income, future income and long-term growth. Each category is based on the time period in retirement when the assets are expected to generate income.

We don't want to just be your "investment guy."

While planning for your retirement is of utmost importance, and we want to ensure you are financially and mentally prepared, a complete wealth strategy is inclusive of much more than just retirement planning. We address 13 wealth management principles we believe are integral to a thorough financial plan.  As we work through these items, we partner with your attorney and CPA’s to make sure everything is examined.