Dean Boebinger, CFP®
Houston, Texas, 77070
Member Since 2008
Faced with a complex and ever-changing financial world, an increasing number of investors seek unbiased professional guidance from an experienced fee-only advisor and investment manager. Whether it is a comfortable retirement or leaving a legacy, Mr. Boebinger has helped clients reach their financial goals with an established investment strategy. This strategy utilizes a six-step process that replicates the disciplined approach used in managing large pension and endowment funds.
Mr. Boebinger is listed by Paladin Registry Inc. as a five-star (highest
rating) financial advisor and is a MoneyManager.com \"Featured Advisor\".
Mr. Boebinger is Director of Tactical Investment Strategies at Strategic Financial Concepts, LLC (SFC). SFC is the registered investment advisory firm of its sister organization, The National Financial Alliance, with its over 100 affiliated advisors located across the United States and Puerto Rico. With SFC being an independent full-service firm, Mr. Boebinger has access to a multitude of investment products through several discount brokerage trading platforms. Through this partnership, we apply our investment expertise to construct cost efficient, well diversified portfolios-in an attempt to maximize the probability of achieving your financial goals.
My Location
Background Information
Years of Financial Experience
- 20
Education
- U. of California/Berkeley (BA Economics)
- U. of Houston/Clear Lake (MA in Healthcare Adm)
Certifications and Designations
- CFP®
- Paladin
Association Memberships
- Financial Planning Association
- Houston Estate & Financial Forum
- Planned Giving Council of Houston
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Charles Schwab
- TD Ameritrade
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
- Other
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them upon request
- I review my clients' investment portfolios with them quarterly, annually and upon request
Registration & Licensing
- CRD/IARD Number: 19640905
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: Strategic Financial Concepts, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- California
- Florida
- Louisiana
- New Jersey
- New Mexico
- Pennsylvania
- Texas
- Utah
Disclosure(s)
- View StatementAll disclosures are outlined in Strategic Financial Concepts, LLC ADV Part II
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, We coordinate our services with those of your tax, legal, and other advisors. The integration of all professional advisors as a team in managing personal wealth is important to achieving a successful financial future for our clients and their heirs.
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios, Alternative Investments only available through select advisors, Socially Responsible portfolios
Investment Products
- Mutual Funds, Securities, Commodities, REITs, ETFs, structured notes, and other alternative investments
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care
Visit Website - http://www.tnfa.net
