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Welcome to PFCKC.com!

Professional Financial Concepts is a client-centered, independent investment planning firm dedicated to helping you achieve your investment, retirement and estate planning goals. Our goal is to be your planning partner for life.

At PFC we take the time to get to know you: to understand the details of your current situation AND to listen to what it is you value most in life. You will be working with an adviser who brings both common sense and professional insight to your financial decision-making process.

Using our experience and expertise, we then work with you every step of the way in designing a plan that may help you make the most informed choices possible in pursuit of your financial goals. At PFC we keep YOUR financial best interests, first.

I invite you to continue reviewing our web site to see if we would be a good fit for your investment, retirement or estate planning needs. If so, we would be happy to meet with you on a get-acquainted basis. It would be a pleasure to meet you and learn about the life goals you are working towards. And in the process, we hope you will come to place the same trust in us that so many of our other clients already share.

Daniel C. Stewart 
President

 

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A Brief History of Estate Taxes

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Strategies For Managing Student Loan Debt

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How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.