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.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
The 12 Steps to Living Confidently: How to Protect Yourself
Protection. We’re obsessed with it these days.
Webinar: Navigating the tax landscape and what it means for
If the recent COVID-19 crisis has you feeling a little overwhelmed about retirement, you’re not alone. Uncertainty leading to global market volatility can seem alarming when it comes to your retirement accounts, but it doesn’t have to be.
The uncertainties we face in retirement can erode our sense of confidence.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
People develop their relationship with money from a young age. Yet it is never too late to change a bad financial habit.
What kind of auto insurance should you have? Do you know?
Why is Cash Flow so important to understand?
There are four very good reasons to start investing. Do you know what they are?
How federal estate taxes work, plus estate management documents and tactics.
What does your home really cost?
Disability happens to more people, more often than you may think, and it lasts longer, too.
How does your ideal retirement differ from reality, and what can we do to better align the two?
For women, retirement strategy is a long race. It’s helpful to know the route.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.