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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

Layers of Protection

Layers of Protection

Take these five steps to protect your financial well-being before making any other changes.

Financial Fixes: The Most Expensive Cheap Vacation

Financial Fixes: The Most Expensive Cheap Vacation

Many travel-loving millennials run up high credit card debt. Here are some ways to avoid travel credit trap.

Whole Life Insurance Can Be an Asset For Balance

Whole Life Insurance Can Be an Asset For Balance

Learn how you can create a balance between growth and stability with whole life insurance.

 

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

6 Tips on Ways to Spend Your Money for Happiness

Can money buy happiness? Discover spending habits that can increase your satisfaction today and throughout your retirement.

The 12 Steps to Living Confidently: How to Protect Yourself

Protection. We’re obsessed with it these days.

Financial Hacks for Millennials: Values-Based Investing

Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Tax Deductions: Catch Them All!

Most of us pay too much in taxes because we aren’t aware of all the tax deductions available.

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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 Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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