Financial Planning Concepts, INC.

Financial Planning Concepts offers personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Founded in 1997 and led by Jeff Muhle, the firm operates as a fee-only practice, meaning it does not sell commissioned products or accept finder's fees. Services include retirement planning, tax strategies, insurance reviews, estate planning, and investment management, tailored to each client's specific objectives and constraints. Clients can choose standalone financial planning, investment management, or an integrated approach combining both services. Financial Planning Concepts helps clients build asset allocation targets across major asset classes such as equities, real estate, and fixed income, and places trades on clients' behalf under a limited power of attorney while utilizing independent custodians like Charles Schwab for asset safekeeping.