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.

06/11/2026

Arguments about the past are often used as proxies for arguments about the future. It is no surprise, then, that a long-running debate about the Industrial Revolution has flared up as we begin another phase of rapid technological change.

06/10/2026

In a poll, more than half of respondents consider themselves financially “conflicted.” Roughly seven in 10 households earning $135,000 or more said they don’t feel financially fulfilled.

06/09/2026

The AI boom is wreaking havoc on Bay Area real estate. It'll only get worse.

06/08/2026

Demand for air travel remains strong in the face of rising airfares, industry and other executives said this week.

06/07/2026

Employees at the startup are also expected to work seven days a week and can take a rest day "every now and then."

06/06/2026

Soccer’s global governing body is leveraging U.S. wealth and an expanded tournament to chase an $11 billion bonanza.

06/05/2026

Executives are already being interpreted by investors, employees and the market whether they participate in that narrative or not—making intentional leadership branding a critical lever for influence, trust and long-term business impact.

06/04/2026

Solar and wind look like they have a cost advantage, but batteries show why the most flexible actors often capture the economic surplus instead.

06/03/2026

As John Ternus prepares to take charge, the tech titan that once urged consumers to ‘think different’ may itself be ripe for disruption.

06/02/2026

The recent Treasury sell-off looks like routine reserve management, not a dollar exodus, Goldman Sachs says. The oil-price surge from the US-Iran conflict pressured Asian currencies and fueled Treasury selling. Despite foreign selling, Treasury markets remain resilient with deep liquidity and stable...

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2929 East Camelback Road, STE 219
Scottsdale, AZ
85016

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