Our Story
Strategic Financial Concepts
Our Mission
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 experience and collaborative efforts aim to 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 experience in the essential areas that comprise a sound financial plan:
- Wealth Management
- Tax Reduction Strategies
- Estate Preservation Planning
- Comprehensive Business Planning
Strategic Financial Concepts
Our Qualifications
The associates at Strategic Financial Concepts have diverse business and educational backgrounds. Designations and registrations held by various associates include: Chartered Financial Consultant, Chartered Life Underwriter, MBA, CFP® and FINRA series 6, 7, 24, 63, 65, and 66 licensed representatives. We strive continuously to maintain a reputation for financial strength and stability, prudent investment practices, a high degree of client satisfaction and sound leadership.
Strategic Financial Concepts
Giving Back
SFC associates invest themselves in their communities. We frequently offer free educational seminars for retirees and financial responsibility training for civic, youth, and religious groups.
Our associates and staff spend time volunteering for and supporting organizations, such as: Habitat for Humanity, Shriners International, Good Neighbor Center, Anistemi, Regiment of Retirees, Wounded Warriors, Compassion International, Nation of Patriots Veterans Association, Wichita Police and Fire Foundation, United Way, The Salvation Army, Carpenter’s Place Children’s Home, and numerous other charitable and faith-based organizations locally and internationally. Other entities referenced are not affiliates of the companies of OneAmerica Financial unless otherwise noted.
Strategic Financial Concepts
Connect With Our Team
Strategic Financial Concepts, Inc. customizes your investment strategies to fit your current needs and future goals.
