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.

07/20/2026

Well-heeled travelers are splurging to avoid hordes and hassles inside the terminal.

07/19/2026

Tilly Norwood's debut raises a bigger question: as AI grows more personal, who will you consult first—your doctor, advisor, or an AI that knows you?

07/18/2026

Identity disclosure at work is not just authenticity. Employees reveal personal details when they trust others not to stereotype or shrink them.

07/17/2026

They're doing everything right to save for their golden years. In some cases, their baby boomer parents didn't.

07/16/2026

People are finding ways to navigate the new reality of vacationing in Europe. Experts share their best tips to make the most out of a trip across the pond.

07/15/2026

Lithium led commodity gains in the first half of 2026 as AI demand surged, oil rallied on geopolitical tensions, and gold underwent a healthy correction.

07/14/2026

Disinformation and deepfakes are known risks but biased LLMs could also be used to influence public opinion.

07/13/2026

Resorts from Montana to Virginia take the stress out of logistics, so you can focus on what matters: catching fish on legendary rivers.

07/12/2026

The window for American dominance in AI hasn’t closed, but it’s narrowing fast.

07/11/2026

Joe Becker was a teacher for 11 years in some of the roughest neighborhoods in Chicago.

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2929 East Camelback Road, STE 219
Scottsdale, AZ
85016

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