A Holistic wealth management system © MMIV - MMIV Money Concepts International ⎮11440 North Jog Road Palm Beach Gardens, FL 33418 ⎮ Member FINRA/SIPC
Provides a client-centric “Holistic Approach” An Independent Broker Dealer Founded in 1979 Provides a client-centric “Holistic Approach” Providing thousands of nonproprietary independent financial products and services Free to focus on what’s best for the Client Founded in 1979, Money Concepts originated to provide financial professionals with a client centric “holistic approach” to wealth management by providing thousands of nonproprietary independent financial products and services. Free to focus on what’s best for the Client, the Client’s success has translated into the success of our representatives and ultimately the excellent and sustained growth of our company.
Understanding 6 Core ValueS Integrity Commitment Fairness Credibility Opportunity Enterprise
You… We Recognize That The Most Important Person is… So Our Absolute Priority Objective Is To Provide You The Ultimate In Products, Services And Concepts In Your Financial Planning
PLANNING FOR FINANCIAL SUCCESS 100 PEOPLE START OUT PLANNING FOR FINANCIAL SUCCESS Source: US Social Security Administration
ABOUT HELPING PEOPLE IN THREE WAYS Accumulate Money More Efficiently Transfer Money To Loved Ones Produce Greater Income
A Holistic wealth management system How We Do This... A Holistic wealth management system
Financial Success Requires Bold Solutions Holistic, Addressing Every Area Of Financial Need Help Make The Most Of Your Financial Opportunities
THE TRADITIONAL INDUSTRY PARADIGM
We work with… Your Other Advisors Estate Attorneys Insurance Agents Bankers Brokers CPA’s Other Professionals Look At Only One Segment
Help Increase The Opportunity For Financial Success One Person / Team To Oversee The Details Based On Your Wants & Needs Surround You With Education & Service We Can Help You Rest Easier & Enjoy A Better Life
Step 1 – The Wealth Discovery Process Where You Are Today Financially & Why Where You Want To Go Financially Comfort Level
Step 2 – The Wealth Strategy Develop A Plan Address Short Term Risks & Long Term Risks Summary Of Recommendations Prioritized Implementation Steps
Step 3 – The Wealth Book Review The Plan Financial Statements The Wealth Analysis The Wealth Strategy
Step 4 – Ongoing Consultations Money Mentoring Account Reviews Risk Reduction Reviews Personal Updates Tax Reviews Ongoing Education And More Step 4 – Ongoing Consultations
Step 5 – Phone & Email Consultations As Needed Newsletters Education Invitations To Client Events Service Step 5 – Phone & Email Consultations
Step 6 – MyMoneyConcepts.com Secure, Personal Website Your Reports Online Personal Data Vault Wills, Trusts, Tax Returns, Etc. Other Important Documents
Get Started TODAY Schedule Your Discovery Meeting Review Our Extensive Service Offering Agree To Engage