As an independent financial professional you are in control of YOUR BUSINESS. As your business partner your contract clearly states that you own your business and the clients you serve. You have options that include the independence to develop a team of professionals or choosing to work solo. It’s YOUR CHOICE. We support internal succession planning agreements including commission payments to your named beneficiary.

We provide a turn-key franchise opportunity (without the franchise fee) to build your own business model. Our advisors appreciate the results proven Structure of our systems AND the Flexibility to adapt these programs to the vision of their business. This Shared Vision allows advisors to use existing Money Concepts strategies and modify to your personal preferences and strengths.

Regardless of the model you choose, YOU are always in control.