Wealth Management

An Independent Financial Planner 

who takes the time to understand you and your goals.

Barbara makes it her business to learn who you are, 

where you are with your investment program 

and where you want to go. 

This customized strategy is for retirement planning, 

increasing after-tax yields, 

funding your children's education, 

and planning for your other financial needs later years. 

Money Concepts Capital Incorporated is a 

national full-service fee and 

commission financial planning firm, 

whose services encompass areas of tax, 

investment, business, employee benefits, 

IRS qualified plans, and personal financial planning. 

Money Concepts Capital Corporation is registered 

with the Securities & Exchange Commission 

as an Investment Advisor and as a Broker/Dealer, and is a 

member of the Financial Industry Regulatory Authority. 

The clients we serve are individuals, 

self employed professionals, 

executives, corporations, owners of closely held businesses,

 and charitable organizations.