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.

09/26/2026

Tech giants like Microsoft, Meta and Google are turning to AI for a larger share of the code writing, and big employers like Amazon are shedding workers as spending on AI accelerates.

09/25/2026

The renewed fighting in the Middle East has pushed up gas prices again. And there are signs the economy is still growing at a healthy pace even as inflation stays stubbornly high.

09/24/2026

A new study shows that a 20-second daily habit, when practiced in a certain way, leads to greater self-compassion and lower mental health symptoms over six-months.

09/23/2026

Use your calendar to balance friendships and other priorities.

09/22/2026

“Over 50” isn’t one life stage—it’s decades of different experiences, ambitions, and possibilities.

09/21/2026

Legendary investor Warren Buffett is stepping down as chairman of Berkshire Hathaway after more than five decades, marking the end of an era for one of Wall Street's most storied companies.

09/20/2026

Rates rose for the first time in three years, and mortgages, car loans, credit cards and savings accounts will all feel it differently.

09/19/2026

By piecing together scattered public clues, large language models can unmask pseudonymous social-media profiles with surprising accuracy.

09/18/2026

Old business practices are being reinvented in our algorithmic age, but consumers should not have to haggle with a machine.

09/17/2026

Lenders can now consult two different credit-scoring models and pick the one that results in the lower rate

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2929 East Camelback Road, STE 219
Scottsdale, AZ
85016

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