Offering financial services in your tax practice is a great way to generate new revenue. You will also become more valuable to your clients by helping them navigate through the complex world of investment and retirement planning.


With thousands of independent nonproprietary financial products and services, Money Concepts can deliver a custom financial strategy that fits your unique situation without the limitations of corporate agendas like sales quotas and company product campaigns. They enjoy this freedom and independence so they can focus on one thing… YOU their client. That’s how it should be.

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Our experienced tax professionals excel at tax planning and preparation for individuals and businesses. We work with you throughout the year to develop a highly personalized plan with tax-saving strategies that are tailored to your unique circumstances and needs so that you are prepared for the tax years to come. We are always up to date on the changing tax laws that affect you, and we are committed to examining all the tax-saving opportunities available to you.


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Through our revolutionary business platform, we make a positive difference for families and individuals throughout North America. Our business platform provides our associates with the resources they need to build their own businesses and find limitless success by serving everyday individuals and families who are often overlooked by the financial services industry. This platform helps people create financial turning points that can lead to better futures.

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The ScholarShare College Savings Plan is administered by the ScholarShare Investment Board, an agency of the State of California. The plan is managed by TIAA-CREF Tuition Financing, Inc.


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First, our primary focus is on serving you and not on selling you. And the way that we can best serve you is to educate, organize and prepare you for the inevitable risk management and ​​​​​​​financial solutions that you may need.
This covers three key areas.

  • One, is to protect and preserve your lifestyle, assets, and loved ones.
  • Two, is to protect your income regardless of contingency.
  • Three, is to grow your assets in a responsible way.

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