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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

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

How to Cut Your Expenses

How to Cut Your Expenses

Living with confidence means living within your means. managers.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

 

3 Ways Charitable Giving Can Benefit Your Business

More and more companies are choosing to donate to charities through volunteering their time, resources, or both.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

How to Invest in LGBTQ+ Friendly Companies

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

The 12 Steps to Living Confidently: How to Set Up a Budget

Get ready. We’re about to get deep. Have you ever thought about what means, means?

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

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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.

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

Once Upon a Goal

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

Surprise! You’ve Got Money!

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

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

RE: Retirement

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

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