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.

06/18/2026

Citi’s Panic/Euphoria Model is off the charts. Wall Street hasn’t felt this good in five years. And investors are taking chances, willing to get burned.

06/17/2026

Inflation accelerated to a three-year high last month, but core prices rose less than expected, an encouraging sign for investors worried that resurgent inflation could force the Federal Reserve to raise interest rates this year.

06/16/2026

How longer lives are reshaping retirement planning, wealth management, healthcare, and banking by creating a new Complexity Economy.

06/15/2026

Retiring at 62 instead of 67 doesn’t just mean leaving work earlier—it can mean lower Social Security, greater long-term financial risk, and even a steeper cognitive cost. Here's the breakdown of what it could cost your retirement over time.

06/14/2026

Life-altering fortunes will require navigating if and when to sell shares, and strategic alternatives

06/13/2026

Steven Bartlett invested a seven-figure sum in Maggie Sellers Reum’s “Hot Smart Rich” podcast and also became an active mentor, not just a financial backer.

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.

Address

2929 East Camelback Road, STE 219
Scottsdale, AZ
85016

Website

Alerts

Be the first to know and let us send you an email when Joe W. Scheid, AIF, CFBS, CLTC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Joe W. Scheid, AIF, CFBS, CLTC:

Shortcuts

Share

Category