A Holistic wealth management system

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Presentation transcript:

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