Financial Concepts

Your Choice for Financial Services

Financial planner in Worthington, OH (show on map)

5.0

★★★★★

1 reviews

Financial Concepts offers tailored financial strategies for pre- and post-retirees, focusing on trust, honesty, and integrity.

Call (614) 848-6360

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About

Financial Concepts, founded by John Biteman, specializes in the financial needs of pre- and post-retirees. The firm emphasizes trust, honesty, and integrity, offering tailored strategies for clients' life transitions.

Services include investment planning, insurance, estate planning, tax planning, and retirement planning. The company utilizes a process called Personal Financial Engineering (PFE) to efficiently protect and grow wealth beyond pre-established goals.

Personal Financial Engineering (PFE) approach

Focus on trust, honesty, and integrity

Tailored strategies for life transitions

Services

Investments

Stocks, Bonds, Mutual Funds, Brokerage Accounts, 401k Plans, Roth/SEP/IRA, Variable Life Insurance, Margin Accounts, Options, Real Estate Investment Trusts, Variable Annuities

Stocks/Bonds/Mutual Funds Brokerage Accounts 401k Plans Roth/SEP/IRA Variable Life Insurance Margin Accounts Options Real Estate Investment Trusts Variable Annuities

Insurance

Disability Income, Life Insurance, Long Term Care

Disability Income Insurance Life Insurance Long Term Care Insurance

Financial Planning

College Plans, Estate Plans, Money Management, Money Purchasing Plans, Profit Sharing Plans, Retirement Plans, Tax Plans, 401(k) Planning, 403(b) Planning

College Planning Estate Planning Money Management Money Purchasing Plans Profit Sharing Plans Retirement Planning Tax Planning 401(k) Planning 403(b) Planning

Credentials & Certifications

Personal Financial Engineering (PFE) Specialist

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is Personal Financial Engineering (PFE)? +

PFE is a process focused on efficiently and effectively pursuing wealth while protecting it from being transferred to government, financial institutions, and corporations. It aims to create more wealth beyond pre-established needs and goals without additional out-of-pocket costs.

How does Financial Concepts handle retirement planning? +

Financial Concepts provides comprehensive retirement planning services, including strategies for pre- and post-retirees, tailored to individual financial goals and market conditions.