Financial planning from Money Concepts gives you the freedom to help you get to where you want to go – more effectively and more efficiently! Your personal relationship with your personal financial planner will guide you along the path to financial fulfillment.
Your Money Concepts financial planner will focus on your needs first before recommending a course of action. To accomplish what you need, your financial planner will take a broad look at your entire financial situation unlike accountants, investment advisors, stockbrokers or insurance agents who focus on a specific area of your financial life.
To guide you in fulfilling your financial dreams, your Lifelong™ Financial Strategies are integrated with your Lifestage™ Financial Objectives to uniquely provide tailored solutions. Your personal financial plan provides direction and meaning to your financial decisions. It allows you to understand how each financial decision you make affects other areas of your finances.
By viewing each financial decision as part of a whole, you can consider its short and long-term effect. You can also adapt more easily to life changes and feel more secure that your Lifestage Financial Objectives are being met to your satisfaction.
Examples are listed below. Yours are unique.
Examples are listed below.
We are not tax professionals and cannot provide specific tax advice. We can help guide, plan and strategize your taxplanning based on your financial criteria. See your professional tax accountant for specific tax advice.
We are not legal professionals and cannot provide specific legal advice. We can help guide, plan and strategize your estate planning based on your financial criteria. See your professional legal attorney for specific legal advice.
Each Lifelong Financial Strategy impacts and affects the others. When devising a personal strategy, the characteristics of each must correlate as a whole:
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure