Joe W. Scheid, AIF, CFBS, CLTC

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Joe W. Scheid, AIF, CFBS, CLTC Character, Integrity, Excellence, Service My practice is focused on the Financial Plan. I take into account all aspects of a client’s financial situation.

I have been a Financial Planner, Investment Advisor Representative and Special Care Planner with Strategic Financial Concepts, LLC (my company), for 29 years. It is critically important that a client have all aspects of their financial life working together. This means that all investment accounts, when looked at as one bucket of money, meets the overall time horizon and risk tolerance of a client. Too often, we have different accounts that are invested independently and we really don't know what we have and where we are going. It is also important that all of the risk elements that we face be addressed so that we can protect your business, your wealth and your legacy. I integrate all of these issues into an easy to understand, coordinated plan. I believe this separates my practice from many other financial advisors. Specialties: I specialize in holistic planning for business owners, individuals and families.

10/19/2026

It could be a good time for you to adjust the amounts of protected and variable retirement income that you receive.

10/18/2026

Burnout is costing trillions and work feels devoid of humanity. Discover why play, improv, and "Yes, And" are essential tools for surviving a modern polycrisis.

10/17/2026

A September survey of about 2,000 U.S. adults found that people earning over $100,000 are more likely to trust influencers and buy from them.

10/16/2026

When life feels heavy, forced positivity won’t help—but resilient optimism can: seeing the challenge clearly while still believing that action can make a difference.

10/15/2026

For decades, filmmakers and writers have imagined technologies that did not yet exist, creating fictional versions of the future for audiences to see. Today, we have the tools to imagine it, create it and start building it ourselves.

10/14/2026

Waiting to collect Social Security retirement benefits can provide a big boost to your retirement income, but if you have a serious illness, is it really worth the wait?

10/13/2026

Investment pros say investors shouldn’t abandon bonds, but instead focus on those with shorter maturities.

10/12/2026

Here's how legal preparedness can help your business recover from unexpected accidents.

10/11/2026

Aging life care managers can arrange a move to a senior living facility, deal with Medicare and Medicaid, recommend doctors, drive a client to the dentist, and much more.

10/10/2026

If you want to save cash on gas, take some tips from America's most miles-per-gallon obsessed drivers.

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2929 East Camelback Road, STE 219
Scottsdale, AZ
85016

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