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.
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.
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
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
FSA Administration
COBRA Administration
Retirement Products
HIPPA Administration
Worksite Products
ACA Compliance
1421 Luisa Street Suite G, Santa Fe, New Mexico 87505, United States
Open today | 08:00 am – 05:00 pm |
Lunch Hours 12pm-1pm.