Broker Check
Comcepts Retirement Planning Company Logo

500 N. Rainbow Blvd, Suite 300

Las Vegas, NV 89107

(702) 339-7705

Get Office Directions  

 

The Wild West of Data Theft Supporting Local Business In a Crisis Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World

"Because Trust Is Everything"

Concepts Retirement is a FIDUCIARY.  If you’re not already working with a fiduciary, you should consider it.  As such, we must act in the absolute best interest of each client.  This is a significant difference between our firm and many others.  As an Investment Advisor Representative, I am a fiduciary to my client’s investment with us.

We provide independent, unbiased, fee based asset management as well as insurance and retirement account services.  We have access to an extensive universe of investment options and vehicles.  We exercise complete objectivity in creating the most sound, disciplined and tax efficient portfolios’, each unique to your situation.  If you want to explore owning physical gold in your IRA, we can construct that for you as well.

Conservation, growth, income, protection.  These are the principles on which our philosophy rests, our reputation is built and our clients depend.  We understand that successful relationships are built on trust and earned by providing exceptional service over a long period of time.  We are committed to good citizenship both to the market we serve, the profession we’ve chosen, and the community in which we live.

Helpful Content

Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

 

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

View all articles arrow

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

View all videos arrow