(505) 983-9646

Financial Concepts
Financial Concepts

(505) 983-9646


Providing Benefits Solutions since 1970.

About Us

Our goal is to "help you live today while planning for tomorrow."

Financial Concepts is a family owned and operated firm that has been providing employee benefits and financial planning services to our clients for over 50 years. 


Whether you are an individual looking to protect your family, or business owner hoping to maximize benefit dollars, we understand the challenges that you face every day and offer a full array of solutions to properly address those challenges. 

"Its all about Service..."

 At Financial Concepts, we provide comprehensive employee benefits solutions to businesses of all sizes. Our team of experienced professionals will work with you to design a customized plan that meets the unique needs of your organization and your employees. We offer a wide range of benefits, including health insurance, retirement plans, and more. With Financial Concepts, you can rest assured that your employees will be well taken care of, allowing you to focus on growing your business.   

We represent most registered companies in New Mexico. Samples such as...


 Ameritas

Assurant Health

Blue Cross Blue Shield

Delta Dental 

Guardian Life Insurance Company

Hartford

Humana

 Lincoln Financial Group

Northwestern Mutual 

Presbyterian Health Plan 

Reliance Standard 

United Concordia

United Health Care

Unum

MassMutual 

Employee Benefits that work!

We offer group plans that are employer sponsored or voluntary.  


Health Insurance 

Life Insurance & AD&D 

Long Term Disability 

Short Term Disability

Long Term Care

Dental

Other products related to employee benefits

  

FSA Administration

COBRA Administration

Retirement Products

HIPPA Administration

Worksite Products

ACA Compliance



Proud Member

Contact Us

Reach out to us today to schedule an appointment!

Financial Concepts

1421 Luisa Street Suite G, Santa Fe, New Mexico 87505, United States

(505) 983-9646 frontdesk@fincepts.com

Hours

Open today

08:00 am – 05:00 pm

Lunch Hours 12pm-1pm.

Copyright © 2025 Financial Concepts - All Rights Reserved.

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