Money Concepts Wealth Management & Financial Planning Network Overview
Money Concepts has been helping financial professionals provide the highest quality of financial services and advice on a truly independent basis since 1979. We’re extremely proud of the financial success our associates and their clients have experienced based on a culture of integrity, commitment, fairness, credibility, opportunity and enterprise that has been built over the last 30 plus years. We will continue to strive to improve our systems and services to enhance the lives of both our associates and their clients in the future. We appreciate your consideration of Money Concepts and welcome the opportunity to learn about your professional goals. In order to familiarize you with Money Concepts Wealth Management & Financial Planning here is a brief overview of our corporate structure.
- Money Concepts International, Inc. (MCI)
- Money Concepts International Provides a broad portfolio of products and services from a wide variety of leading Financial Services Companies, all of which have been researched & prescreened with due diligence completed. MCI provides marketing programs, seminar formats, and efficient administrative procedures that all fit into the framework of a proven Business Plan to help guide your activities. We offer an extensive training program covering all aspects of your business, all supported by your own software to embrace everything in your business from sophisticated financial planning to simplified financial needs analysis. MCI also has a recruiting system to assure continuous growth of your wealth management & financial planning practice. You can have it all. In addition to being associated with some of the most outstanding Financial Professionals in the world, you own it...it's yours.
- Money Concepts Capital Corp. (MCC)
- Through Money Concepts Capital Corp., you will have one of the largest approved product lists in the industry without proprietary products or any product quotas. With Money Concepts you will be able to offer investment products including: Individual Securities, Mutual Funds, Variable Annuities, Variable Universal Life Insurance, Alternative Investments, Full & Discount Brokerage Capabilities and much more on an independent basis. Money Concepts Capital Corp. is a member of the FINRA & SIPC.
- Money Concepts Advisory Service (MCA)
- Since many investors are eagerly seeking quality advice, counsel and asset management on a fee basis, you will have access to a wide variety of Fee Based Asset Management Platforms and Fee for Service Programs through Money Concepts Advisory Services to offer your clientele. We believe that all of these services will greatly increase your capacity to service your clients on a truly professional basis.
The explanations of the individual components of Money Concepts listed above are only the beginning; we have superior technology, customized local training and the support to help you grow your business to the next level. When you choose to affiliate with Money Concepts you will be able to offer these services, own your client relationships by contract and even brand your practice utilizing your own business name.