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Joe Scheid, CLTC

Strategic Financial Concepts, LLC
Financial Planning

Contact Information:

Scottsdale, AZ 85255
United States

Years in Business:

 

20

Clients I'm Seeking:

 

People with a serious interest in attacking the financial issues in life that cause us all stress.

About My Business:

 

I have been a Financial Planner, Investment Advisor Representative and Special Care Planner with Strategic Financial Concepts, LLC (my company), for 20 years. My practice is focused on the Financial Plan. I take into account all aspects of a client’s financial situation. It is critically important that a client have all aspects of their financial life working together. This means that all investment accounts, when looked at as one bucket of money, meets the overall time horizon and risk tolerance of a client. Too often, we have different accounts that are invested independently and we really don't know what we have and where we are going. It is also important that all of the risk elements that we face be addressed so that we can protect your business, your wealth and your legacy. I integrate all of these issues into an easy to understand, coordinated plan. I believe this separates my practice from many other financial advisors. Specialties: I specialize in holistic planning for business owners, individuals and families. CRN201408- 163838

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