Our Direction for 2020 and Beyond – the more things change, the more they stay the same…

As we begin the New Year with a fresh spirit of growth and entrepreneurship, we hope that all is well for you! Our firm has always prided ourselves on thinking outside the box for our select clients and their professional advisors with whom we jointly serve. The core values we have celebrated throughout our more than 40 years in business remain vibrant, with continuity for our clients being essential. FINANCIAL CONCEPTS INC has shared mutual success with our collaborative client efforts, and will continue this momentum as growth-minded, independent thinkers by investing in our team and infrastructure…     Read more >

About Us

Financial Concepts was incorporated in 1978 with a vision to provide the highest quality financial security management for corporate management teams, affluent individuals, and their families.

We help select individuals to protect and preserve their net worth and business values. We assist select clientele in their charitable planning.

FCI develops and manages long-term financial security strategies for our clients. We work with all types of client advisors, such as accountants, tax attorneys, estate planning attorneys, and trust officers.

Client objectives drive the design of plans that minimize estate taxes and transfer wealth to both future generations and designated charities.

Above all, through this process we maintain the utmost respect for the time, experience, and privacy of our clients.

Our Goal

Our goal for each client is to build a long-term relationship based on the highest level of professionalism and integrity. We work closely with other legal, accounting, and financial advisors. The fact that all of our new business comes from referrals from professional advisors and clients shows our approach to client development works. We work diligently to maintain quality service relationships.

Our Team

Patrick J. McNamara, MSFS

President & CEO

Office: (734) 214-9770 ext. 201
Fax: (734) 214-9771

 

Andrew P. Graves, MSE

Executive Vice President

Office: (734) 214-9770 ext. 204
Fax: (734) 214-9771

 

Kathleen M. Garber, CLU, CLTC

Vice President, Case Design & Compliance

Office: (734) 214-9770 ext. 202

 

Kathy H. Barnett, CLU, CASL, ChFC

Vice President, Client Services

Office: (734) 214-9770 ext. 203

 

Colleen M. Coon, CPA, CFP

Chief Financial Officer

Office: (734) 214-9770

 

Erin E. Nesbitt

Administrative Support Team

Office: (734) 214-9770 ext. 200