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Founded in 1993 as an independent financial planning firm, Money Management Concepts, Inc. is a Registered Investment Advisor
with the Securities Exchange Commission under the Investment Advisors Act of 1940 and the National Securities Markets Improvement
Act of 1996. 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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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.
The principle place of business and the state of domicile for Money Management Concepts, Inc. is:
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