Who We Are

We are a technically creative, high quality provider of customized life and disability insurance planning services for businesses and families. Our mission is to inform, inspire, and compel with exceptional financial solutions designed to help our clients manage risk, create legacies, and achieve their objectives and success for generations.

Financial Concepts was incorporated in 1978 with a passion for delivering an exceptional client experience with financial advocacy, an entrepreneurial spirit, and a commitment to enhancing our local community.

We collaborate with all types of client advisors, including accountants, tax attorneys, estate planning attorneys, and trust officers. All of our new business comes from client and advisor referrals, a testament to the value we provide.

Financial Concepts is a member of M Financial Group, a network of financial services firms that collaborate with insurance companies to develop proprietary, competitively priced financial products for the high net worth and corporate markets. Financial Concepts is able to offer our clients tailored, cost-effective products stemming from M Financial’s industry leading leverage and influence.