Money Management Concepts, Inc.

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Money Management Concepts, Inc.

Founded in 1993 as an independent financial planning firm, Money Management Concepts, Inc. is a Registered Investment Advisor governed by and construed in accordance with the laws of the Securities and Exchange Commission (SEC).

The emphasis of our business is on affluent individuals and their business entities in the areas of Wealth Accumulation and Management, Retirement Planning (pre-and post-retirement) and Asset Protection, all with a view to reducing tax consequences.

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About

Founded in 1993 as an independent financial planning firm, Money Management Concepts, Inc. is a Registered Investment Advisor governed by and construed in accordance with the laws of the Securities and Exchange Commission (SEC).

The emphasis of our business is on affluent individuals and their business entities in the areas of Wealth Accumulation and Management, Retirement Planning (pre-and post-retirement) and Asset Protection, all with a view to reducing tax consequences.

MISSION STATEMENT
To build lifetime relationships based upon mutual trust, integrity and respect in order that we might use our experience and expertise to provide our clients with comprehensive solutions to their wealth accumulation, management, preservation or transfer concerns in the most tax-efficient and economically sensible manner.

Get in Touch

Address

6767 N. Wickham Road, Suite 400
Melbourne, FL 32940

Phone

Phone: 321-258-1932
Fax: 866-922-6624

Email

thom@moneymanagementconcepts.com

DISCLOSURES

Money Management Concepts, Inc. is registered as an investment adviser with the Securities and Exchange Commission (SEC), and only transacts business in states where it is properly notice filed, or is excluded or exempted from such requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability. Information on this website is directed toward U.S. residents only.

This website is a publication of Money Management Concepts, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.

Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.

To the extent there are hyperlinks on this website, such hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services or products found on websites linked hereto.

Money Management Concepts, Inc.is not engaged in the practice of law or accounting. Always discuss specific legal or tax issues with your attorney or accountant.