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About Us


mcprocess1. FIND OUT WHERE YOU ARE

The first step in successful financial planning is to find out where you are in relation to what you want to achieve. To accomplish this, your Money Concepts Financial Planner will analyze your current position and prepare a…

  • Personal Balance Sheet & Budget
  • Retirement Analysis
  • Family Needs Analysis
  • Investment Analysis
  • Education Analysis
  • Estate Transfer Analysis

2. DECIDE WHERE YOU WANT TO BE

You cannot achieve any level of success financially until you know your ultimate objectives. Therefore we will help you to…

  • Clarify Financial Goals
  • Prioritize Objectives
  • Investment Attitude Analysis

3. WE’LL SHOW YOU HOW TO GET THERE

No matter how well you plan, financial success will not be achieved unless you take action. We will help you by…

  • Presenting A Financial Plan
  • Implementation Steps In Order of Your Priorities
  • Appropriate Products and Programs
  • Tax Considerations
  • Periodic Reviews