Financial Concepts, Inc. with our staff of highly trained professionals provide insurance design, implementation, due care and administrative solutions to meet your needs in the following planning areas:

  • Business Succession Planning
  • Employee and Executive Benefits Planning
  • Wealth Transfer and Estate Planning
  • Insurance and Asset Protection Strategies
  • Retirement Planning

Throughout the planning process, we work with all of your advisors including attorneys, CPAs, and trust officers. Keeping the lines of communication open ensures that your advisor team is provided with the knowledge and insight to make truly informed decisions regarding all aspects of your financial planning.

Our primary goal is to serve the specialized personal insurance needs of owners and executives of large privately held companies and public companies. Our aim is to develop long-term relationships with each client so we can serve their needs as they change over the years – as they will – due to new business and economic circumstances, the effects of tax law changes, or changes in a family or business ownership structure.

In turn, we strive to educate our clients to the ever-changing face of the insurance industry so they will be knowledgeable, sophisticated insurance consumers, able to make decisions based on the appropriate criteria for their situation.