Joe W. Scheid, AIF, CFBS, CLTC

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United States
Scottsdale, AZ
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.

10/29/2026

Snobs may bemoan the lack of a fancy big spender, but Milwaukee vs. Tampa Bay is a subversively fun baseball showdown.

10/27/2026

The strongest cultures may not be the ones with the fewest uncomfortable conversations. They may be the ones where those conversations happen early, candidly, and safely.

10/26/2026

Whether it's parental leave or a sabbatical, any time off from work right now can mean coming back to an unrecognizable landscape.

10/25/2026

The midterms will put some industries in the crosshairs. What to expect in AI, healthcare, and beyond.

10/24/2026

AI has accelerated how personal data is collected, connected and reused. Deletion has not kept pace. Until it catches up, consumers will never have real control.

10/23/2026

Retirement planning often overlooks tax diversification, a strategy as crucial as asset diversification for maximizing spendable income.

10/22/2026

Rental investors eye 2027 as apartment supply falls, but job growth, immigration and household formation could determine where rents go next.

10/21/2026

Want to physically drive a Tesla in the future? The Roadster will be your only option. And the car is not cheap.

10/19/2026

It could be a good time for you to adjust the amounts of protected and variable retirement income that you receive.

10/18/2026

Burnout is costing trillions and work feels devoid of humanity. Discover why play, improv, and "Yes, And" are essential tools for surviving a modern polycrisis.

Address

2929 East Camelback Road, STE 219
Scottsdale, AZ
85016

Website

http://www.kaizen-weatlh.com/

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