We Help You Plan For Your Future

 

Financial Concepts is an independent company and has been serving Mercer County since 1995.  We are a full service investment center and only offer programs and products that pass our very high standards of performance and soundness.

We believe the selection of a financial planner is one of the most important decisions you will ever make. You deserve to be served by an experienced professional who has many years of practical financial planning. Our financial planners can work with you to evaluate and help build an investment plan tailored to your specific needs.  

Our financial planners will advise you as the market conditions and interest rates fluctuate over time, as well as help you face the present and plan for the future. After all, as your lifestyle changes, your financial goals may also change.  

Beverly Thobe, CFP®

 
(419) 586-9040 
Judy Zehringer


Deepa Mathur

  


Lani Stein

 
Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Lease Payment

How much would your monthly lease payment be?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Newsletters

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

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