Strategic Financial Concepts Email Formats

About Strategic Financial Concepts

We are an association of businessmen and businesswomen who share a pride in the accomplishments of our firm, our families, and the communities we serve. We endeavor to show our pride through an unwavering commitment to quality and integrity as financial service professionals. This dynamic group of associates’ shared expertise and collaborative efforts produce mutual successes through the firm’s synergistic relationships with our clients and the companies we represent. It is our goal to help individuals, businesses, agri-businesses and professional practices plan for a more successful financial future. In order to achieve these objectives, we have assembled a team of highly-trained professionals with expertise in the essential areas that comprise a sound financial plan: *Wealth Management *Tax Reduction Strategies *Estate Planning *Comprehensive Business Planning > OUR QUALIFICATIONS The associates at Strategic Financial Concepts have diverse business and educational backgrounds. Credentials held by various associates include: Chartered Financial Consultant, Chartered Life Underwriter, MBA, CMA, and series 6, 7, 24, 63, 65, and 66 licensed representatives. We work continuously to maintain a reputation for financial strength and stability, prudent investment practices, a high degree of client satisfaction and sound leadership. Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Strategic Financial Concepts, Inc. is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered Investment Advisor.

View contact profiles from Strategic Financial Concepts