Houston, TX Office

Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to a mix of individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers comprehensive financial planning, discretionary investment management using model portfolios and third‑party money managers, and participates in several sponsored advisory programs.

SFC typically begins with a complimentary consultation and delivers financial planning either as a stand‑alone engagement or as part of ongoing asset management; investment management is generally discretionary and uses both fundamental and technical analysis across mutual funds, individual securities, ETFs, and, occasionally, options. The firm also uses model portfolios, assists in selecting third‑party managers, and can place client assets in LPL‑sponsored programs or custodial platforms such as Schwab.

What distinguishes SFC among multi‑team peers is the prominence of insurance‑related activities in its practice: associated persons are licensed to sell insurance, maintain affiliated insurance agencies, and the firm earns referral fees on cash management solutions (for example, a disclosed 47.6 basis‑point referral fee for the IFI Network program), supporting relationships with insurance‑company clients — a client type that is statistically uncommon for multi‑team firms. The firm also integrates multiple LPL program offerings (OMP, PWP, MWP, SWM, and Manager Access Select) and reported discretionary assets under management of approximately $927.7 million as of December 31, 2025.