1. A Holistic wealth management system
© MMIV - MMIV Money Concepts International ⎮11440 North Jog Road Palm Beach Gardens, FL ⎮ Member FINRA/SIPC

2. 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.

3. Understanding 6 Core ValueS
Integrity
Commitment
Fairness
Credibility
Opportunity
Enterprise

4. 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

5. PLANNING FOR FINANCIAL SUCCESS
100 PEOPLE START OUT
PLANNING FOR FINANCIAL SUCCESS
Source: US Social Security Administration

6. ABOUT HELPING PEOPLE IN THREE WAYS
Accumulate
Money More
Efficiently
Transfer
Money To
Loved Ones
Produce
Greater Income

7. A Holistic wealth management system
How We Do This...
A Holistic wealth management system

8. Financial Success Requires Bold Solutions
Holistic, Addressing Every Area Of Financial Need
Help Make The Most Of Your Financial Opportunities

9. THE TRADITIONAL INDUSTRY PARADIGM

11. We work with… Your Other Advisors Estate Attorneys Insurance Agents
Bankers
Brokers
CPA’s
Other Professionals Look At Only One Segment

12. 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

14. Step 1 – The Wealth Discovery Process
Where You Are Today Financially & Why
Where You Want To Go Financially
Comfort Level

15. Step 2 – The Wealth Strategy
Develop A Plan
Address Short Term Risks & Long Term Risks
Summary Of Recommendations
Prioritized Implementation Steps

16. Step 3 – The Wealth Book Review The Plan Financial Statements
The Wealth Analysis
The Wealth Strategy

17. Step 4 – Ongoing Consultations
Money Mentoring
Account Reviews
Risk Reduction Reviews
Personal Updates
Tax Reviews
Ongoing Education
And More
Step 4 – Ongoing Consultations

18. Step 5 – Phone & Email Consultations
As Needed
Newsletters
Education
Invitations To Client Events
Service
Step 5 – Phone & Consultations

19. Step 6 – MyMoneyConcepts.com
Secure, Personal Website
Your Reports
Online Personal Data Vault
Wills, Trusts, Tax Returns, Etc.
Other Important Documents

21. Get Started TODAY
Schedule Your Discovery Meeting
Review Our Extensive Service Offering
Agree To Engage