Money Concepts

Turnkey Financial Planning & Wealth Management Solutions

Silver Partner

In today's market environment, your real competitive advantage is in the relationships you develop with your members. No longer can you be satisfied with a transaction-based investment program or no program at all. Take your credit union to the next level and enhance your relationships while increasing your profitability by offering a unique financial experience.

Money Concepts was formed in 1979 to enable entrepreneurial advisors and financial institutions to offer wealth management and financial planning through an extensive network of advisory professionals and product vendors. This network simplifies back office complexity and reduces the cost of providing these valuable solutions.

Products and Services

  • The Financial Institutions Division of Money Concepts International, Inc., was established to assist credit unions across the country by offering comprehensive and integrated solutions for the delivery of full-service financial planning, wealth management, insurance, and investment advisory services to members.

    Money Concepts "member-centric" approach enhances relationships, increases revenue, and product count per member, and diversifies your revenue stream.

    If your credit union’s wealth management program is not productive, consider exploring a relationship with Money Concepts. Your credit union will stand out in your community as a valuable and active wealth mentor while enhancing credit union income.