Money Concepts

Money Concepts is a 40-year-old family owned independent broker dealer who John, David and Susan are affiliated with. Money Concepts was named as one of the fastest growing 5000 privately owned businesses. Money Concepts allows us to service our clients with the funds and companies that we find appropriate for our clients. We have the same code of ethics: Integrity, Fairness, Opportunity, Wisdom, Commitment, Credibility, Enterprise, Respect and Love.

Why do you need a Financial Advisor?

  • To Better Position You for Market Volatility – We help you to navigate the complexity of investing
  • To Analyze All Components of Your Personal Finances to Avoid Blind Spots – We look at the good, the bad and the ugly
  • To Reduce the Anxieties & Complexities of Investing – “Less Stress, More Enjoyment”
  • To Give You Guidance in Life-Altering Decisions – We understand that Life Happens
  • Help Identify Risks That Could Pose Threats to Your Financial Future – We address the RISKS
  • To Review YOUR Plan – We evaluate your assets, perform gap analysis, provide options, provide investments strategies, monitor your plan and protect your goals on an Annual Basis each year
  • Helping You Feel More Educated, Confident & In Control of Your Future – You work with an individual who has built a relationship with you and knows you

LEARN

An Independent Financial Planner makes it his or her business to learn who you are, where you are with your investment program, and where you want to go.

FUNDS

There are over 10,000 investment vehicles. These vehicles consist of, but are not limited to, fixed or variable annuities, retirement plans, life insurance, 412i’s, 419’s, REIT’s, individual stocks, mutual funds, etc. Our Money Concepts financial planners can recommend funds that fit your needs, now and for the future.

DIVERSIFY

As Independent Financial Planners, we can help you allocate your assets by making sure you are diversified in your holdings.

DIRECTIONS

It is our goal to help you create a financial road map for your future that fits both your objectives and your budget requirements.

INSPECT

We look at all the components of your financial situation.

REVIEWS

We offer annual reviews for all our clients to take a “snap shot” of their current situation to make sure we are still heading in the right direction.
We feel it is important for you to know that we are here to stay. We are a locally owned and operated company with interests in your community.
Here are some testimonials from other Money Concepts representatives about how they are able to help their clients:

Testimonials are the opinions of a few selected, registered representatives of Money Concepts. Testimonials may not be the experience of other registered representatives. Past performance is not indicative of future success.


Click this link for the Money Concepts Client Relationship Summary