Concepts Retirement is a FIDUCIARY. If you're not already working with a fiduciary, you should consider it. As such, we must act in the absolute best interest of each client. This is a significant difference between our firm and many others. As an Investment Advisor Representative, I am a fiduciary to my client's investment with us.
We provide independent, unbiased, fee based asset management as well as insurance and retirement account services. We have access to an extensive universe of investment options and vehicles. We exercise complete objectivity in creating the most sound, disciplined and tax efficient portfolios', each unique to your situation.
We provide independent, unbiased, fee based asset management as well as insurance and retirement account services. We have access to an extensive universe of investment options and vehicles. We exercise complete objectivity in creating the most sound, disciplined and tax efficient portfolios', each unique to your situation.
Services
Concepts Retirement Planning is an Investment Management and Retirement Planning Firm specializing in creating strategies for boomers, business owners and retirees to achieve financial security in retirement. We provide fee-based asset management, insurance and retirement account services. As an Investment Advisor Representative with Tucker Asset Management, LLC.
Our mission is to control portfolio risk mitigation. We are committed to using strict stop/loss and re-entry algorithms to severely reduce the risk of catastrophic losses. The basic premise of investing through diversification no longer works, in our opinion. Beating the market is not as important as NOT losing money.
We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you. The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client.
For generations, it was normal to have reliable sources of retirement income that were guaranteed for life. This is not the case today. Defined Benefit Pension plans are disappearing in favor of 401K's, and the future of Social Security benefits is uncertain at best. Also, the market turbulence of the past decade has shown us that large losses can occur in even well-diversified portfolios and create real ongoing concern.
We will get to know you. We take pride in developing each advising relationship and strive to nurture it for many years, even through generations. We have investors who are grandparents, their children, and their grandchildren.
Our clients receive ongoing communication about their portfolios and the overall investing environment as it relates to their interests through reports that detail holdings, market value and activity, quarterly or annual reviews, electronic reports, newsletters and client luncheons throughout the year.
Our clients receive ongoing communication about their portfolios and the overall investing environment as it relates to their interests through reports that detail holdings, market value and activity, quarterly or annual reviews, electronic reports, newsletters and client luncheons throughout the year.
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