Our experienced team of professionals at Investment Concepts, Inc. fully evaluates your individual situation to prepare personal solutions that integrate our expertise in the following areas:
We also specialize in the following:
- Retirement Planning – Traditional and Roth IRAs
- Qualified Plan Rollovers
- Employee Benefit Plans
- Corporate Consulting for Defined Benefit and Defined Contribution Plans
- Exercising Stock Options
- Recommending Investment Allocation Strategies
- Reallocating of Existing 401(k), 403(b) and 457 Plans
- Social Security Optimization
- College Planning – 529 Plans, Educational IRAs and UGMA UTMA Accounts
Investment Concepts, Inc. clears all financial transactions through the SagePoint Financial Inc., a registered broker-dealer, one of the largest non- proprietary broker/dealer to independent financial planners in the nation. Through SagePoint Financial Inc., we offer a wide range of investment products and services:
- Stocks and Bonds
- Mutual Funds
- Variable and Fixed Annuities
- Real Estate Investment Trusts
- Unit Investment Trusts
- Certificates of Deposits
Please contact us if you have any questions about our firm or the range of financial products and services we provide.
*SagePoint Financial, Inc. does not offer tax or legal advice.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Investment Concepts, Inc. and SagePoint Financial, Inc., make no representation as to the completeness or accuracy of information provided at these sites. Nor are the companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Investment Concepts Inc., website and assume total responsibility and risk for your use of the sites you are linking to.