Financial confidence may not be as elusive as you think.
We focus on one bottom line…YOURS
Asset Management Concepts, Inc. is a full-service consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs to our clients---not to a parent company.
Our independence enables us to establish working relationships with a number of industry leading financial and insurance providers whose products we utilize to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients’ needs.
Our Qualifications: Our firm is committed to maintaining maximum integrity while building trusting relationships with our clients. As CFP® professionals, Bob and Jim meet initial and ongoing education, experience, and professional development requirements. CFP® professionals also pass a rigorous exam that assesses competency, and must adhere to a code of ethics, pledging to provide financial planning in the interests of clients and with the highest ethical and professional standards. Our broker-dealer, Cambridge Investment Research, Inc., is independent and privately owned. We are not their employees. This gives us a great deal of flexibility as we develop strategies and solutions for our clients.
It is our priority to make you happy. We are a financial “boutique”. Our small size allows us to create close and lasting relationships with our clients. We can work with you to help you understand and manage your finances, whether they are simple or complex. Our personal touch is complemented with cutting edge technology.