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Obtain more information about our firm and its financial professionals on FINRA’s BrokerCheck | Form CRS
Money Concepts Advanced Planning Extended Team
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Money Concepts Advanced Planning Extended Team
At Money Concepts, we believe no advisor, and no client, should face complexity alone. The Money Concepts Advanced Planning unit (MCAP) is a resource available exclusively through Money Concepts and functions as an extended team to all advisors, helping ensure every aspect of your wealth is thoughtfully addressed. They provide guidance through complex decisions with confidence and peace of mind.
This unit of advanced planners believes that your financial plan should cover every aspect of your needs and goals, including tax efficiency, estate strategies, retirement income solutions and other highly nuanced aspects of wealth management. They also know that creating, growing, preserving and passing on generational wealth involves a vast array of advisory services that often require extensive knowledge of specific industry topics.
With MCAP by your advisor’s side, you gain more than a comprehensive financial plan. You gain a team committed to helping you move forward with clarity, purpose, and care.
Rooted in Community. Built for You.
The collaboration and community within MCAP is 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 this extended team allows your advisor 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 this extended MCAP team 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, your advisor will work with our MCAP extended team to delve deep into both common and unique financial scenarios, crafting strategies that are tailored to suit your unique 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 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 professional insight to support what matters most to you.
Want to learn more?
Hear it straight from the Money Concepts Advanced Planning unit!
MCAP – Serving as an extended team to your advisor.
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!
