Setting the standard in investments

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 and achieve 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-aquainted 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

 

Daniel C. Stewart is a Registered Representative with VSR Financial Services, Inc., and FINRA Registered Broker- Dealer.  While VSR Financial Services, Inc. is registered to sell securities products in all 50 United States and the District of Columbia, Daniel C. Stewart is currently registered to sell securities products in Kansas, Missouri, Oklahoma, Texas, Flordia, California, Colorado, Nebraska and South Dakota.
Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Lease Payment

How much would your monthly lease payment be?

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Newsletters

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

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