Obtain more information about our firm and its financial professionals on FINRA’s BrokerCheck | Form CRS
Obtain more information about our firm and its financial professionals on FINRA’s BrokerCheck | Form CRS
The Money Concepts Advanced Planning Extended Team
Find Your Money Concepts Advisor Today
Money Concepts Advanced Planning
At Money Concepts, we believe no advisor and no client should face complexity alone. That’s why we created MCAP: an exclusive planning resource built on decades of community, collaboration, and care.
MCAP (Money Concepts Advanced Planning) is a service available exclusively through Money Concepts. It reflects our long-standing culture of collaboration and shared insight—offering your advisor access to seasoned professionals across tax, legal, estate, retirement, and business planning.
With MCAP, you gain more than a financial plan. You gain a team committed to helping you move forward with clarity, purpose, and care
Rooted in Community. Built for You.
MCAP is more than just a group of professionals. It’s a reflection of who we are at Money Concepts, a family of independent advisors who believe in sharing ideas, lifting each other up, and always doing what’s best for the client.
This spirit of collaboration allows your advisor to tap into deep, specialized experience, without leaving behind the personal connection you value most.
Your financial planning needs go far beyond stock performances—and having access to an extended team allows us to collaborate with professionals to craft a comprehensive strategy to reach your goals.
Navigating the increasingly complex world of financial planning presents unique challenges, and our extended MCAP group gives you access to a team of versatile and highly specialized professionals with decades of experience.
Our 5 Step Process Keeps Things Simple
Through consistent collaboration, we will work with our MCAP extended team to delve deep into both common and unique financial scenarios, crafting strategies tailored to suit your individual needs and preferences.
Meet for an initial consultation to get to know you and hear your story. This is where
we will learn more about you—your life story, goals, values and priorities—and identify where you
want to go and how we can help get you there.
We create a comprehensive plan
tailored to your specific needs, preferences and
circumstances. This is where we generate the tactical approach needed to help turn the vision for
your legacy into a reality.
To produce this all-encompassing roadmap, we collaborate with our extended team and exclusive
strategic partners, including CPA’s, attorneys, and other highly experienced professionals who have
deep industry knowledge on a wide variety of advanced planning topics, such as:
• Tax Planning
• Legacy Planning
• Generational Wealth Transfer Planning
• Leverage Strategies
• Real Estate Planning
• Property & Casualty
• Retirement Income Planning
• Business Valuation
• Exit Strategy Planning
Review the plan in a follow-up meeting with you and talk through every detail as well as the timeline for reaching each of your goals. We will listen closely to your feedback and implement any changes or revisions as needed.
Implement the strategies established in the finalized plan after we receive the green light from you.
We monitor the progress of your plan and provide consistent updates on the current status and projected outlook. When life changes happen, we’ll revisit your plan together and make the updates needed to help keep you moving forward with confidence.
Behind your Money Concepts advisor stands an entire community of professionals working together to help you make smart, meaningful financial decisions.
Whether you’re preparing for retirement, growing your wealth, or building a legacy for future generations, your financial decisions should be guided with care and clarity. With MCAP supporting your advisor, you’ll have access to planning resources that supports what matters most to you.
With MCAP, you don’t just get a plan.
You get a team that truly cares, and a process rooted in transparency.
No one business is a monolith. Our trusted network of strategic partners equips us with the resources needed to help you enhance your practice and better serve your clients.
Securities through Money Concepts Capital Corp. Member FINRA / SIPC. Investments are not FDIC or NCUA Insured. May Lose Value – No Bank or Credit Union Guarantee. Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States.
Reach out to learn how we can customize this opportunity to suit your unique goals!
