How I Work with my Clients

www.moneyconcepts.com

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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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www.moneyconcepts.comwww.moneyconcepts.com

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


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

http://www.moneyconcepts.com/

http://www.moneyconcepts.com/