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About Us. Our Team. Our Services. Our Approach.

Strategies For Life

 

Whatever your financial goals, we have the experience to get to the truth of your financial well-being, to make your money work smarter and harder, and to give you more options for using your wealth.

At First Capital Financial Concepts, you’ll find a team of professionals from investments to insurance, from retirement planning to estate planning, and from employee benefits to business planning ready to help you realize your goals.

What makes us different is you. Unlike most financial practitioners who only focus on particular aspects of your financial well-being, we work directly with you in every aspect. This creates a relationship that ensures your financial future is fully integrated and helps turn your dreams into reality.

Helpful Content

The Basics of Investing

The Basics of Investing

What’s the connection between cars and financial management?

Tax-Advantaged Retirement Planning

Tax-Advantaged Retirement Planning

Reduce your tax liability in retirement.

First Things First

First Things First

These four essential steps can help to increase your financial confidence for the year ahead.

 

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Learn, Earn and Retire at Any Age

What can the rest of us learn from millennials’ desire to embrace all of life in the moment?

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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