Simplify, Consolidate & Asses - Wealth Management 101
Enterprise
1.
2. Money Concepts Is A Worldwide Network Of Financial Planning Centers Keyed To Individual, Family And Business Financial Planning
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
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
5. We Pledge Soundness and Honesty In All Our Dealings With Clients and Companies With Whom We Affiliate #1 INTEGRITY Understanding 5 Core Values
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
7. We Insist That All Arrangements Work Equally Well For All Parties In Both Human And Financial Terms #3 FAIRNESS
8. We Will Not Associate Ourselves With Products Or Services That We Cannot Believe In And Use With Pride And Integrity #4 CREDIBILITY
9. We Will Constantly Be Alert To Changes In Markets, Products, Regulations And The Economy For The Opportunities They May Create #5 OPPORTUNITY
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
11. Transfer Money To Loved Ones Accumulate Money More Efficiently Produce Greater Income IS ALL ABOUT HELPING PEOPLE THREE WAYS
12.
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
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
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.
30. Uses State-Of-The-Art Technology In Its Computer System To Assure You The Broadest Diversity Of Consideration In Your Financial Planning
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
32. The sure way to miss success is to miss the opportunity
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
Notes de l'éditeur
READ FIRST BULLET READ THIS BULLET…This puts us in a very special class. We have no proprietary products…We help you select the right products to fit your situation.
We felt is was important to establish a corporate philosophy…to let the public know just what we stood for… This philosophy is founded on five sturdy principals of Integrity…Commitment…Fairness…Credibility…and Opportunity. Money Concepts pledges soundness and honesty in all of our dealings with clients and companies with whom we affiliate. We regard all associations as a trust and give our total attention to the best interest of our clients now and in the future. We insist that all arrangements work equally well for all parties in both human and financial terms. We will not associate ourselves with products or services that we cannot believe in. We will be constantly alert to changes in markets, products, regulations, and the economy. CLICK TO NEX SLIDE
Key Points In today’s world, your time is your most valuable assets. How you use that time will determine your results. Therefore, the return on invested time has to be a key consideration when looking at an opportunity. Here are seven factors to consider
Key Points In today’s world, your time is your most valuable assets. How you use that time will determine your results. Therefore, the return on invested time has to be a key consideration when looking at an opportunity. Here are seven factors to consider
Key Points In today’s world, your time is your most valuable assets. How you use that time will determine your results. Therefore, the return on invested time has to be a key consideration when looking at an opportunity. Here are seven factors to consider