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About Our Firm

Planning Concepts works with a team of advisors representing a broad range of professionals including CPA`s, CFP`s, JD`s, CLU`s, ChFC`s, and IAR`s. We will explore the elements which make up your financial picture, and then integrate planning strategies in a way that most efficiently pursues your personal and/or business financial goals. 

Retirement Plan Distribution Counseling: The face of retirement has changed...whether you are changing jobs or retiring...learn about all of your options...the decisions you make now can have lasting effects. 

Wealth Transfer: You have worked hard your whole life, saved and invested judiciously, and spent money prudently. Now that you are comfortable and feel financially secure, the time has come to consider the financial legacy you will be leaving your family. 

Estate Planning: We offer comprehensive estate planning services. We address tax planning, disposition of your estate, trusts, executors and trustees, asset titling, estate documents, and needs for living if incapacitated. 

Qualified Retirement Plans: Your employee retirement plan must be versatile enough to meet you and your employee`s needs, yet simple enough for everyone to participate. We forge a blend of versatility and simplicity. We work with you on Plan Design, Investment Management, Education and Service. 

Business Continuation: Have you thought about what will happen to the business you have built when you are gone? Structuring a comprehensive financial plan for a business is a detailed process and the effects of inadequate planning can be devastating to both the business and the family who owns it.

Health Care: Health insurance rates are constantly on the rise. Whether you are an individual, a family, a senior citizen, or a business owner, it is important to find the best coverage at the most reasonable prices. Are you confident that you have the best health care for your needs? Let us help you find out.