Joe W. Scheid, AIF, CFBS, CLTC

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.

09/03/2026

It seemed like a far away reality for many to imagine a world without Dolly Parton, but somehow that day has come.

09/02/2026

According to the latest IRS data, just 29% of Roth IRA contributors maxed out, meaning more than 7 in 10 fell short of the annual limit.

09/01/2026

Trading apps have replaced bucket shops, but Wall Street abounds with eerie parallels to 1901.

08/31/2026

Flood insurance may not be top of mind during a quiet hurricane season—but recent storms are a reminder that flood risk doesn’t stop at the coast.

08/30/2026

The Social Security Administration projects that payroll taxes will only be able to fund 78% of Social Security benefits by 2032. That could mean cuts to retirees’ monthly payments. A new analysis predicts which states could see the steepest drop.

08/29/2026

Belle Burden’s divorce memoir is prompting readers to look at their finances and prenups. We asked attorneys and financial advisers for their best advice.

08/28/2026

Non-family members can step into helping roles when older adults need assistance.

08/27/2026

With rising rates and an AI-fueled market adding new pressure, investors are starting to ask whether the classic 60/40 portfolio still works the way it used to.

08/26/2026

The average student debt in England has become among the highest in the developed world, and critics say it’s stifling growth.

08/25/2026

Digital formation services can simplify the legal beginning of a company. They cannot create demand or build the systems that keep a business operating.

Address

2929 East Camelback Road, STE 219
Scottsdale, AZ
85016

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