Our goal is to provide families and business owners with the knowledge and guidance they need to create sound financial plans, uniquely tailored to their situation. Just as having a personal trainer can make it easier to become more physically fit, a personal financial planner can make it easier for you to become more financially fit.
The Money Concepts program is a personal financial planning service designed to help you reduce your taxes, exercise your best investment options, work out a college fund, shape a more secure retirement, build a better estate plan and choose appropriate insurance programs. How do we do it?
It’s as easy as 1, 2, 3!
STEP 1: FIND OUT WHERE YOU ARE
We will prepare a …
You cannot achieve any level of success financially until you know your ultimate objectives.Therefore, we will help you to …
No matter how well you plan, financial fitness will not be achieved unless you take action.We will help you by…
Mickey P. Jordan, EA.
Regional Director, Financial Advisor
Hours: By Appointment Only
Money Concepts Financial Planning Center