Financial Concepts Inc.

Financial Concepts Inc. is a financial services firm that focuses on life and disability insurance planning, business succession, executive benefits, and estate and retirement strategies for businesses and families. The firm says it works alongside accountants, tax attorneys, estate planning attorneys, and trust officers, and that its new business comes from client and advisor referrals.

Financial Concepts is a member of M Financial Group, a network of firms that works with insurance companies on financial products for high net worth and corporate clients. The office is at 24 Frank Lloyd Wright Drive in Ann Arbor, Michigan, and the firm was incorporated in 1978. Insurance services are limited to residents of the states where its representatives are licensed, and the firm is independently owned and operated.