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Money Concepts Is A Worldwide Network Of Financial Planning Centers Keyed To Individual, Family And Business
Financial Planning
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Formed In 1979 With The Corporate Mission Of
Providing Professional Financial Planning To
Everyone
The Acceptance Of Our Ideas Is Such That We Now Have
Over 650 Financial Planning Centres Throughout North America, Europe, And The
Pacific Rim
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Money Concepts Is Associated With Money
Concepts Capital Corp., A Broker Dealer and Member
of FINRA and SIPC
Through This Relationship We Offer A Myriad Of
Financial Service Products On A Completely Independent
Basis
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We Pledge Soundness and Honesty In All Our
Dealings With Clients and Companies With Whom We
Affiliate
#1 INTEGRITY
Understanding 5 Core ValuesUnderstanding 5 Core Values
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We Regard All Associations As A Trust
And Give Our Total Attention To The Best
Interests Of Our Clients Now And In The Future
#2 COMMITMENT
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We Insist That All Arrangements Work Equally Well For All
Parties In Both Human And Financial Terms
#3 FAIRNESS
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We Will Not Associate Ourselves With Products
Or Services That We Cannot Believe In And Use With Pride And Integrity
#4 CREDIBILITY
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We Will Constantly Be Alert
To Changes In Markets, Products, Regulations And
The Economy For The Opportunities They May
Create
#5 OPPORTUNITY
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We Recognize That The Most Important Person In Our
Organization Is
You…
So Our Absolute Priority Objective Is To Provide You The Ultimate In Products, Services And Concepts In Your Financial Planning
The most important person:
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TransferMoney To
Loved Ones
AccumulateMoney MoreEfficiently
Produce Greater Income
IS ALL ABOUT HELPING PEOPLE
THREE WAYS
IS ALL ABOUT HELPING PEOPLE
THREE WAYS
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1. En·ter·prise -noun.
• An Undertaking; Project; A Bold, Difficult, Important Undertaking*
• A Willingness To Undertake New Projects, Energy and Initiative,
• An Active Participation In Projects
*
* Webster’s New World Dictionary
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Is An On-Going, Bold, Difficult And Important Task… A Holistic Approach Making The Most Of Your Financial
Opportunities So That You And Your Family Can Enjoy An Enriched Life
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THE TRADITIONAL INDUSTRY PARADIGM
THE TRADITIONAL INDUSTRY PARADIGM
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THE WEALTH COACH
PARADIGM PARADIGM
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• Incorporates a number of doctrines including proactive tax planning, retirement income planning, asset accumulation, asset protection and insurance, succession planning and investment management
• Is about putting all the pieces together giving you 360 degrees of service, reducing stress allowing you to enjoy life
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• We work with your other advisors, Estate Attornies, Insurance Agents, Banker Brokers, and CPAs
• Often these professionals only look at one segment of your total picture
• We take a 35,000 foot view to assure you that all your pieces are coming together accomplishing your goals
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• Helps you get the job done!
• Many professionals leave you to tie up the loose ends
• We work with you every step of the way
• We literally surround you with education and service so you can rest easier and enjoy life
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Six Step Continuum
Step 1 – The Wealth Discovery Process
• Review Goals and Comfort Levels
• Determine Eligibility For Various Tax Strategies
• Look For Undiscovered Wealth
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Step 2 – The Wealth Strategy
• Create An Investment Policy
• Asset Protection And Tax Plan
• Wealth Transfer Plan
Six Step Continuum
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Step 3 – The Wealth Book
• The Wealth Analysis
• The Wealth Strategy
• Financial Statements
Six Step Continuum
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Step 4 – Consultations(quarterly, semi-annually, annually)
• Money Mentoring Sessions
• Economic Review And Personal Updates
• On-Going Educational Process
Six Step Continuum
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Step 5 – Phone & Email Consultations
• At Any Time On Any Matter…
• If We Do Not Know, We Will Tell You… And Then Move Heaven And Earth To Get The Answer Or Direct You To Someone Who Does
Six Step Continuum
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Step 6 –www.mymoneyconcepts.com
• Your Own Secured Website
• View Your Consolidated Investment Reports
• Personal Data Vault, Safely Storing All Your Important Documents i.e Wills, Trusts, Tax Returns, Etc.
Six Step Continuum
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Money Concepts’ Financial
Planners Go Through
Extensive And Ongoing
Education To Assure You The
Most Professional
Level Of Service In The Industry
Money Concepts’ Financial
Planners Go Through
Extensive And Ongoing
Education To Assure You The
Most Professional
Level Of Service In The Industry
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We Are Dedicated To Serving The Financial
Needs Of The Community With The Finest In Non-
proprietary Products From The Most Honored
And Respected Companies In The
Industry.
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Uses State-Of-The-Art Technology In Its Computer System To Assure You The
Broadest Diversity Of Consideration In Your
Financial Planning
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We Sponsor A Seminar Series Providing You With The Input Of Ideas And Thoughts That Will Assure You A Thorough
Knowledge Of Your Financial… Tax… And Investment
Opportunities… Paving The Way Towards Even Greater
Financial Success
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The sure way to miss
success is to miss
the opportunity
The sure way to miss
success is to miss
the opportunity
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Money Concepts International. Inc.11440 N. Jog Road
Palm Beach Gardens, FL 33418
Tel:. 561.472.2000
www.moneyconcepts.com
All Securities Through Money Concepts Capital Corp. Member FINRA/SIPCMoney Concepts Advisory Service Is A Registered Investment Advisor With The SEC
All Non Securities And Non Advisory Products Through Money Concepts International, Inc.
Providers Of Financial Services Since 1979