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Money Concepts Is A Worldwide Network Of Financial Planning Centers Keyed To Individual, Family And Business Financial Pla...
Formed In 1979 With The Corporate Mission Of Providing Professional Financial Planning To Everyone The Acceptance Of Our I...
Money Concepts Is Associated With Money Concepts Capital Corp., A Broker Dealer and Member of FINRA and SIPC Through This ...
We Pledge Soundness and Honesty In All Our Dealings With Clients and Companies With Whom We Affiliate #1 INTEGRITY Underst...
We Regard All Associations As A Trust And Give Our Total Attention To The Best Interests Of Our Clients Now And In The Fut...
We Insist That All Arrangements Work Equally Well For All Parties In Both Human And Financial Terms #3 FAIRNESS
We Will Not Associate Ourselves With Products Or Services That We Cannot Believe In And Use With Pride And Integrity #4 CR...
We Will Constantly Be Alert  To Changes In Markets, Products, Regulations And  The Economy For The Opportunities They May ...
We Recognize That The Most Important Person In Our Organization Is You …  So Our Absolute Priority Objective Is To Provide...
Transfer Money To Loved Ones Accumulate Money More Efficiently Produce Greater Income IS ALL ABOUT HELPING PEOPLE  THREE W...
<ul><li>En-ter - prise  - noun. </li></ul><ul><li>An Undertaking; Project; A Bold, Difficult, Important Undertaking* </li>...
Is An On-Going, Bold, Difficult And Important Task… A Holistic Approach Making The Most Of Your Financial Opportunities So...
THE TRADITIONAL INDUSTRY PARADIGM
THE WEALTH COACH PARADIGM
<ul><li>Incorporates a number of doctrines including proactive tax planning, retirement income planning, asset accumulatio...
<ul><li>We work with your other advisors, Estate Attornies, Insurance Agents, Banker Brokers, and CPAs </li></ul><ul><li>O...
<ul><li>Helps you get the job done!  </li></ul><ul><li>Many professionals leave you to tie up the loose ends </li></ul><ul...
 
Six Step Continuum <ul><li>Step 1 – The Wealth Discovery Process </li></ul><ul><li>Review Goals and Comfort Levels </li></...
<ul><li>Step 2 – The Wealth Discovery Strategy </li></ul><ul><li>Create An Investment Policy </li></ul><ul><li>Asset Prote...
<ul><li>Step 3 – The Wealth Book </li></ul><ul><li>The Wealth Analysis </li></ul><ul><li>The Wealth Strategy </li></ul><ul...
<ul><li>Step 4 – Consultations (quarterly, semi-annually, annually) </li></ul><ul><li>Money Mentoring Sessions </li></ul><...
<ul><li>Step 5 – Phone & Email Consultations </li></ul><ul><li>At Any Time On Any Matter… </li></ul><ul><li>If We Do Not K...
<ul><li>Step 6 – www.mymoneyconcepts.com  </li></ul><ul><li>Your Own Secured Website </li></ul><ul><li>View Your Consolida...
Expert Help Available
Extensive Education Money Concepts’ Financial Planners Go Through Extensive And Ongoing Education To Assure You The Most P...
We Are Dedicated To Serving The Financial Needs Of The Community With The Finest In Non-proprietary Products From The Most...
Uses State-Of-The-Art Technology In Its Computer System To Assure You The Broadest Diversity Of Consideration In Your Fina...
We Sponsor A Seminar Series Providing You With The Input Of Ideas And Thoughts That Will Assure You A Thorough Knowledge O...
The sure way to miss success  is to miss the opportunity
Money Concepts International. Inc. 11440 N. Jog Road Palm Beach Gardens, FL 33418 Tel:. 561.472.2000  www.moneyconcepts.co...
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Enterprise

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Enterprise

  1. 2. Money Concepts Is A Worldwide Network Of Financial Planning Centers Keyed To Individual, Family And Business Financial Planning
  2. 3. 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
  3. 4. 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
  4. 5. We Pledge Soundness and Honesty In All Our Dealings With Clients and Companies With Whom We Affiliate #1 INTEGRITY Understanding 5 Core Values
  5. 6. 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
  6. 7. We Insist That All Arrangements Work Equally Well For All Parties In Both Human And Financial Terms #3 FAIRNESS
  7. 8. We Will Not Associate Ourselves With Products Or Services That We Cannot Believe In And Use With Pride And Integrity #4 CREDIBILITY
  8. 9. We Will Constantly Be Alert To Changes In Markets, Products, Regulations And The Economy For The Opportunities They May Create #5 OPPORTUNITY
  9. 10. 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: you
  10. 11. Transfer Money To Loved Ones Accumulate Money More Efficiently Produce Greater Income IS ALL ABOUT HELPING PEOPLE THREE WAYS
  11. 12.
  12. 13. <ul><li>En-ter - prise - noun. </li></ul><ul><li>An Undertaking; Project; A Bold, Difficult, Important Undertaking* </li></ul><ul><li>A Willingness To Undertake New Projects, Energy and Initiative, </li></ul><ul><li>An Active Participation In Projects </li></ul>* * Webster’s New World Dictionary
  13. 14. 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
  14. 15. THE TRADITIONAL INDUSTRY PARADIGM
  15. 16. THE WEALTH COACH PARADIGM
  16. 17. <ul><li>Incorporates a number of doctrines including proactive tax planning, retirement income planning, asset accumulation, asset protection and insurance, succession planning and investment management </li></ul><ul><li>Is about putting all the pieces together giving you 360 degrees of service, reducing stress allowing you to enjoy life </li></ul>
  17. 18. <ul><li>We work with your other advisors, Estate Attornies, Insurance Agents, Banker Brokers, and CPAs </li></ul><ul><li>Often these professionals only look at one segment of your total picture </li></ul><ul><li>We take a 35,000 foot view to assure you that all your pieces are coming together accomplishing your goals </li></ul>
  18. 19. <ul><li>Helps you get the job done! </li></ul><ul><li>Many professionals leave you to tie up the loose ends </li></ul><ul><li>We work with you every step of the way </li></ul><ul><li>We literally surround you with education and service so you can rest easier and enjoy life </li></ul>
  19. 21. Six Step Continuum <ul><li>Step 1 – The Wealth Discovery Process </li></ul><ul><li>Review Goals and Comfort Levels </li></ul><ul><li>Determine Eligibility For Various Tax Strategies </li></ul><ul><li>Look For Undiscovered Wealth </li></ul>
  20. 22. <ul><li>Step 2 – The Wealth Discovery Strategy </li></ul><ul><li>Create An Investment Policy </li></ul><ul><li>Asset Protection And Tax Plan </li></ul><ul><li>Wealth Transfer Plan </li></ul>Six Step Continuum
  21. 23. <ul><li>Step 3 – The Wealth Book </li></ul><ul><li>The Wealth Analysis </li></ul><ul><li>The Wealth Strategy </li></ul><ul><li>Financial Statements </li></ul>Six Step Continuum
  22. 24. <ul><li>Step 4 – Consultations (quarterly, semi-annually, annually) </li></ul><ul><li>Money Mentoring Sessions </li></ul><ul><li>Economic Review And Personal Updates </li></ul><ul><li>On-Going Educational Process </li></ul>Six Step Continuum
  23. 25. <ul><li>Step 5 – Phone & Email Consultations </li></ul><ul><li>At Any Time On Any Matter… </li></ul><ul><li>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 </li></ul>Six Step Continuum
  24. 26. <ul><li>Step 6 – www.mymoneyconcepts.com </li></ul><ul><li>Your Own Secured Website </li></ul><ul><li>View Your Consolidated Investment Reports </li></ul><ul><li>Personal Data Vault, Safely Storing All Your Important Documents i.e Wills, Trusts, Tax Returns, Etc. </li></ul>Six Step Continuum
  25. 27. Expert Help Available
  26. 28. Extensive Education Money Concepts’ Financial Planners Go Through Extensive And Ongoing Education To Assure You The Most Professional Level Of Service In The Industry
  27. 29. 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.
  28. 30. Uses State-Of-The-Art Technology In Its Computer System To Assure You The Broadest Diversity Of Consideration In Your Financial Planning
  29. 31. 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
  30. 32. The sure way to miss success is to miss the opportunity
  31. 33. Money Concepts International. Inc. 11440 N. Jog Road Palm Beach Gardens, FL 33418 Tel:. 561.472.2000 www.moneyconcepts.com All Securities Through Money Concepts Capital Corp. Member FINRA/SIPC Money 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

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