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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 standards. 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. |
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Judy Zehringer, AIF ® |
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Lani Stein |
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Newsletters
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Seeking Balance in a Mutual Fund
Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.
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Life Insurance with Long-Term Care Benefits
Concerned about the costs of long-term care? Discover two strategies that combine life insurance coverage with LTC benefits.
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Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
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Municipal Bonds
Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Lease Payment
How much would your monthly lease payment be?