Customer Service
Customer Service is one of the most Important Benefits we offer.
We feel that now-a-days that is an attribute that is seriously missing in many businesses. No push button menus. We offer many different types of plans, strategies, and concepts to better serve and help our clients.
Also by being Independent and having access to many different companies and plans, we are not dedicated to one particular company.
This allows us to be dedicated to our clients by serving them first. Fiduciarys.
As time goes on and a person or family's needs change or the market changes, as it always does, we are able to find new solutions to fit ones changing needs.
All calls are handled promptly and returned.
We may be contacted by phone, fax, or e-mail.
Office Hours are from 9:00 AM to 5:00 PM, Mon - Fri. .
We feel that now-a-days that is an attribute that is seriously missing in many businesses. No push button menus. We offer many different types of plans, strategies, and concepts to better serve and help our clients.
Also by being Independent and having access to many different companies and plans, we are not dedicated to one particular company.
This allows us to be dedicated to our clients by serving them first. Fiduciarys.
As time goes on and a person or family's needs change or the market changes, as it always does, we are able to find new solutions to fit ones changing needs.
All calls are handled promptly and returned.
We may be contacted by phone, fax, or e-mail.
Office Hours are from 9:00 AM to 5:00 PM, Mon - Fri. .
ABOUT US
Meet Fred O’Brien
Fred's been In the Financial Business for 30 years. He's the Owner and Founder of Financial Concepts established in 1989. He’s received various awards from multiple companies, managed many advisors and helped over 1,375 clients obtain Financial Security.
He has been a Trust Representative Officer with FRA Trust and Fiduciary with First National Bank of Sioux Falls South Dakota. Throughout the years Fred has seen the importance that high-quality financial planning plays.
Fred is also a pilot and attended flight training in Boulder Colorado for his private & commercial pilot license. But In his free time he mostly enjoys bike riding , practicing golf & golfing with friends.
Fred's been In the Financial Business for 30 years. He's the Owner and Founder of Financial Concepts established in 1989. He’s received various awards from multiple companies, managed many advisors and helped over 1,375 clients obtain Financial Security.
He has been a Trust Representative Officer with FRA Trust and Fiduciary with First National Bank of Sioux Falls South Dakota. Throughout the years Fred has seen the importance that high-quality financial planning plays.
Fred is also a pilot and attended flight training in Boulder Colorado for his private & commercial pilot license. But In his free time he mostly enjoys bike riding , practicing golf & golfing with friends.
He states: “I believe that it is essential to put the client's needs first and find the right solution for everyone's particular situation. That’s why I feel it is important to stay current with the current laws and the latest techniques and concepts to help my clients, I participate in regular forums about proven, state-of-the-art methods to bring clients the best results. Continuing Education and years of experience has given me a unique understanding of what works… and what doesn't for people based on their unique individual situation."
As an independent Financial Advisor Fred O’Brien, President of Financial Concepts, is dedicated to helping individuals, families, and businesses attain peace of mind and financial freedom.
For years, he studied the characteristics of wealth accumulation vehicles and has come to the conclusion that there’s an underlining commonality with the individuals who are best positioned for financial success. All of these individuals have been educated on the financial principles of how to grow, protect, and transfer wealth.
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For years, he studied the characteristics of wealth accumulation vehicles and has come to the conclusion that there’s an underlining commonality with the individuals who are best positioned for financial success. All of these individuals have been educated on the financial principles of how to grow, protect, and transfer wealth.
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Fred is trained, certified & licensed in the fields of:
Federal Benefits Index Guarantee Strategies
Retirement Planning 401(k)’s IRA’s , 403(b)’s
Financial Planning POA’s & Medical Directives
Tax Reduction Strategies Specialized Debt Elimination Strategies
Financial Planning Long Term Care & Alternative Solutions
Wills & Trusts Annuities: Fixed, Indexed and Immediate
Pensions Specialized Life Insurance
Contact Information:
Fred O’Brien
Plainfield, IN 46168
FredOBrien@FinancialConcepts.us
Office: 317-268-8178
Toll-Free: 1-800-925-8672
Fax: 1-866-339-7338
Federal Benefits Index Guarantee Strategies
Retirement Planning 401(k)’s IRA’s , 403(b)’s
Financial Planning POA’s & Medical Directives
Tax Reduction Strategies Specialized Debt Elimination Strategies
Financial Planning Long Term Care & Alternative Solutions
Wills & Trusts Annuities: Fixed, Indexed and Immediate
Pensions Specialized Life Insurance
Contact Information:
Fred O’Brien
Plainfield, IN 46168
FredOBrien@FinancialConcepts.us
Office: 317-268-8178
Toll-Free: 1-800-925-8672
Fax: 1-866-339-7338