Strategic Financial Brochure

Designing successful strategies for every phase of life

THE STRATEGIC FINANCIAL CONCEPTS DIFFERENCE Designing successful strategies for every phase of life

Our innovative team approach allows Strategic Financial Concepts to offer a full range of financial services and to explore concepts proven to make a difference in todays ever-changing economic environments.

> STRATEGIC INVESTMENT PLANS PORTFOLIO ANALYSIS ASSET ALLOCATION ASSET MANAGEMENT ANALYSIS FEE BASED MANAGEMENT TAX REDUCTION STRATEGIES

> STRATEGIC FINANCIAL PRODUCTS We offer a full range of investment and insurance products available in the marketplace, including agreements with over 200 management firms and insurers.

> STRATEGIC BUSINESS PLANS BUSINESS FARM / PRACTICE SUCCESSION STRATEGIES QUALIFIED RETIREMENT PLANS FAMILY TRANSFER ISSUES AGREEMENT FUNDING STRATEGIES COORDINATED LEGAL DOCUMENT PREPARATION

> STRATEGIC ESTATE PLANS GIFT AND ESTATE TAX STRATEGIES MULTI-GENERATIONAL PLANNING ASSET VALUATION DISCOUNT TECHNIQUES REMAINDER INTEREST TRANSACTIONS IRA / QUALIFIED PLAN DISTRIBUTION STRATEGIES CHARITABLE PLANNING ASSET PROTECTION PLANS

Designing successful strategies for every phase of life

306 S. Emporia, Wichita, KS 67202 | (316) 262-2929 Securities offered through The O.N. Equity Sales Company, Member NASD/SIPC

www.SFCinc.net

WHAT WE HAVE TO OFFER Over the course of your lifetime you have many years to accumulate a diverse portfolio to ensure your financial security.

The use of dynamic modeling helps us avoid the pitfalls of isolated, situational financial decision making. As you see your assets and current circumstances on our interactive financial simulator, you can begin to evaluate and implement financial strategies that assure your assets are: Coordinated, Integrated, Based on Facts, Designed to look beyond your perceived needs or goals, Efficient and Manageable. Let our advisors help you in your strategic financial plan.

> PRODUCTS & SERVICES LIFE INSURANCE DISABILITY INSURANCE INCOME REPLACEMENT SECURITIES IRAs FIXED ANNUITIES VARIABLE ANNUITIES MUTUAL FUNDS

ESTATE PLANNING FINANCIAL PLANNING RETIREMENT PLANNING BUSINESS INSURANCE PENSION/ 401(k) BUSINESS VALUATION CHARITABLE GIVING INVESTMENT PLANNING

> STRATEGIC EXAMINATION The process begins with the Strategic Examination phase, where we review the products and services already in your current model to see if there are opportunities for improved functionality.

> STRATEGIC COORDINATION Next, we begin the Strategic Coordination process with an eye to bringing your personal and employer benefits, savings and investment plans into greater harmony, by applying the economic principles of the model.

> STRATEGIC INTEGRATION Finally, we move into Strategic Integration using the financial simulator to evaluate and implement methods for creating additional financial efficiencies and monetary velocity.

THE MISSION We are an association of businessmen and businesswomen who share a pride in the accomplishments of our firm, our families, and the communities we serve. We endeavor to show oru pride through an unwavering commitment to quality and integrity as financial service professionals. This dynamic group of associates’ shared expertise and collaborative efforts produce mutual successes through the firm’s synergistic relationships with our clients and the companies we represent.

It is our goal to help individuals, businesses, agri-businesses, and professional practices plan for a more successful financial future. In order to achieve these objectives, we have assembled a team of highly traned professionals with expertise in the essential areas that comprise a sound financial plan: WEALTH MANAGEMENT TAX REDUCTION STRATEGIES COMPREHENSIVE BUSINESS PLANNING

> OUR QUALIFICATIONS The associates at Strategic Financial Concepts have diverse business and educational backgrounds. Credentials held by our professionals include: Chartered Financial Consultant, Chartered Life Underwriter, MBA, CMA, CFP and series 6, 7, 24, 63, 65, and 66 licensed brokers.

We work continously to maintain a reputation for financial strength and stability, prudent investment practices, a high degree of client satisfaction and sound leadership.

> GIVING BACK SFC associates invest themselves in their communities.

We frequently offer free educational seminars for retirees and financial responsibility training for civic, youth, and religious groups. Our associates and staff spend time volunteering for and serving on boards of organizations such as: Consumer Credit Counseling Service, The United Way, The Salvation Army, Boy Scouts of America, Maude Carpenter Children’s Home, The Arc of Sedgwick County, The Good Neighbor Center, Rainbows United, and numerous other charitable and faith-based organizations.