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Challenging the Status Quo
Foundation Financial Concepts, LLC (FFC) has coordinated a team of experienced professionals to provide current and innovative ways to help successful business owners and investors seek to maximize their ability to tax shelter income and capital gains; pass assets to their loved ones; and take advantage of up, down, or sideways market cycles.
You don’t have to rely on financial strategies that "ignore" the bear market crashes such as 2000, 2008, 2020 or that stubbornly fight against bull markets like that of the recent decade.
Our goal is to combine years of knowledge in various fields to help produce an efficient and effective experience for our business owners and investors.
As a firm which challenges the status quo, FFC has created many strategic partnerships.
Reputable firms such as Charles Schwab and BNY Mellon /Pershing are available to custody client assets while our broker-dealer Concorde Investment Services, LLC helps provide due diligence on alternative asset solutions.
Our Services
Assist with Tax Planning Strategies for Small Business Owners
Assist with Business Succession Planning & Family Inheritance Planning
Provide Tax Efficient Strategies for Accredited Real Estate Investors Including Access to 1031 Exchanges & Qualified Opportunity Zones
Provide access to Real Estate Investment Properties for Self-Directed IRAs & Small Business Retirement Plans
Help Set up Customized Tax Advantage Small Business Retirement Plans
Provide Pro-Active Portfolio Management to help Hedge & Invest in Up, Down, or Sideways Markets
Assist with Tax Favorable Charitable Giving
Assist with Disability Insurance & Life Insurance Planning
Offer Free Investment Portfolio Reviews
Provide Financial Education & CPA CE Seminars
Provide Investment Education Newsletters/ Articles
Our Team
Lee Bevill- Wealth Strategist / Founder
Foundation Financial Concepts was founded by Lee Bevill in 1997. Lee grew up in the farming business where his father stressed hard work and common sense. Lee enjoyed the business aspect of farming and went on to earn his Accounting Degree from the University of Missouri (Go Tigers!). Lee founded FFC out of the unquestionable desire that experienced business owners and investors were asking for more from the financial services industry. FFC believes continuously trying to improve results by adding creative solutions is a better approach for our client's goals than merely focusing on industry benchmarks. FFC also believes our results approach along with the foundations of risk management can continue to go beyond traditional methods alone. Learn more!
Stephen T. Glasgow- Financial Planning Analyst / Investment Consultant
Stephen T. Glasgow partnered with Foundation Financial Concepts as an Investment Consultant to help with client education and to provide portfolio analysis. Mr. Glasgow worked with high net-worth investors as a VP/Financial Consultant & Educator through the Charles Schwab Wealth Planning & Education team in Boca Raton, FL as well as Faculty & Staff of Florida State University, University of TN, and Murray State University. Mr. Glasgow has a passion for educating clients and to see investors of all types experience true success with their portfolios and financial goals. Learn more!