Investment Advisory** Services

We believe that research is the foundation of successful investment. Our internal investment committee is a qualified and experienced team of professionals led by our Chartered Financial Analyst.

Using advanced research technology, we provide carefully considered and balanced recommendations. It is an ongoing process - we continually monitor the Asset Managers to help ensure consistency for our clients.

Financial Concepts believes that Asset Allocation² is the primary determinant of portfolio performance and that the hiring of experienced portfolio managers can add significant value over time. In addition, we understand the importance of managing the impact of taxes¹ and expenses on the investment portfolio.

We assist clients in determining which investments make the most sense for their situation such as equities, fixed income instruments, mutual funds, separately managed accounts, alternative investments, annuities, and life insurance.

Call our office now at 763-450-1800 or email us at info@fci-benefits.com for your complimentary portfolio performance review.

¹NFP Securities, Inc. and its Registered Individuals do not provide legal or tax advice. Clients must consult with their own legal and tax advisors.
²Asset Allocation does not protect against the loss of principle due to market fluctuations. It is a method used to help manage investment risk.

“We work with clients to fully understand their circumstances, needs and expectations in a trusting and confidential relationship.”

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	Address:	9655 Schmidt Lake Road Plymouth, MN 55442
	Toll Free: Phone:	800-693-1175 763-450-1800
	Fax:	763-450-1801
	Email:	info@fci-benefits.com

Info/Disclosures

Securities offered through Registered Representatives of NFP Securities, Inc., a Broker/Dealer and Member FINRA/SIPC.

** Investment Advisory Services offered through Investment Advisor Representatives of Financial Concepts, Inc. a Registered Investment Advisor Financial Concepts, Inc. is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.

This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.