"Custom Solutions For Your Unique Challenges & Financial Goals"
Financial Products & Services
to reach your financial goals...
Knowing exactly where you are and where you want to be is essential. Understanding what it will take and how to get there is a truly vital part of achieving your dreams. Utilize our comprehensive planning and wealth management services to develop a personalized road map for success. We will provide our professional experience and guidance every step of the way. Your journey to success begins with proper planning and is achieved by following a disciplined approach designed just for you.
We start with a comprehensive discovery meeting to understand your unique challenges and financial goals. Our in-depth discovery process enables us to assess your current financial situation and develop prudent strategies to accomplish your goals.
Take comfort in knowing we provide easy to understand explanations of our analysis, logic and recommendations. We walk you through our step by step planning process as we address each of your financial challenges to determine your appropriate course of action.
A COMPREHENSIVE GOAL-BASED APPROACH THAT IS CUSTOMIZED FOR BUILDING AND MAINTAINING YOUR PERSONAL WEALTH
Selection of types of accounts and necessary account combinations
Investment platform and custodian selection
Determination of account funding levels or needed income distributions
Establishing risk/reward profiles for each account and portfolio
Development of adaptive asset allocation targets
Selection of specific investments and money managers
Establishing benchmarks for diversification and performance
Monitoring, tracking and reviewing performance and portfolio progress
Creating custom reports for client reviews
Recommending and implementing adjustments when necessary
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
James Harris is an independent contractor of Money Concepts