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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

 

Helpful Content

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Apps That Help Achieve Goals

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?