Financial Advisor Rebecca Müller

Rebecca Müller - CFS® CFP®

Less Stress More Enjoyment
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Independent Financial Advisor

About Rebecca



My Profile

Introduction

Rebecca Müller began at Purdue University in Fort Wayne, Indiana then graduated Cum Laude from Graceland College in Lamoni, Iowa with a BA in Mathematics and a BA in Recreation and Outdoor Education.

Rebecca began her financial planning career as an Area Manager for RMI Community Business Insurance Center in 1983. In 1984 she founded Circle Financial Planning, Inc. to purchase franchise rights from BC/BS of Indiana.

In 1985 Rebecca and her father Jim Moss formed MC-Tip, Inc. to work with Money Concepts International to purchase back the franchisor rights to the state of Indiana and converted all of the franchises in Indiana to Money Concepts Financial Planning Centers and serve as Regional Director for Money Concepts International in the state of Indiana.

Since she joined Money Concepts, Rebecca has won all the top annual achievement awards. She has also been awarded many of Money Concepts exclusive special awards including, The Legend Award (2014), Woman of the Year (1985), Saleswoman of the Year (1988-89), and the prestigious President of the Year awards (Last one being in 2008).

Most recently, Rebecca was named as a 2014 Five Star Wealth Manager by Indianapolis Monthly. This Best In Client Satisfaction designation is evidence of her approach to wealth planning. This unique team approach to the wealth coaching process is thorough, innovative and customized to fit each individual's dreams, desires and needs. 2014 is the seventh consecutive year she has won this prestigious award.

 

My History

Rebecca helps investors and corporations with their investment and financial planning needs. Rebecca is professionally trained in financial planning, asset management, estate planning, investment and insurance services. As a wealth coach, she specializes in retirement planning, estate planning.

In a recent interview, Rebecca stated, "As a wealth coach, it gives me great joy to help my clients achieve the retirement of their dreams." She further added, "Many of my clients have been clients for over a decade - some over two! I value the relationships that I have developed over the years with these wonderful people."

While Rebecca continues to develop a wealth coaching practice, she is a constant leader for the Crossroads of America Region. Through training and sharing successes, she helps other Money Concepts financial planners achieve their goals as well.


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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

Rebecca Müller is an independent contractor of Money Concepts

note: Circle Financial Planning, Inc. is an independent firm and not affiliated with Money Concepts

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