Money Concepts

Turnkey Financial Planning & Wealth Management Solutions

Silver Partner

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

Money Concepts was formed in 1979 to enable independent practitioners and financial institutions to offer Financial Planning and Wealth Management by providing a large network of systems that lower the complexity and cost of offering these services.

Money Concepts Executive Summary 

Products and Services

  • The Financial Institution Division of Money Concepts International, Inc., was created to assist credit unions across the country take their service to a new level by offering a turn-key solution for the delivery of full service financial planning, investments, insurance, and investment advisory services.

    No matter the size of your credit union, our "Member Centered" approach can enhance relationships, increase sales volume and product count per member, and increase and diversify your revenue stream. In addition, the Life Planning approach can set a credit union apart through the delivery of a “Member Centered” experience that will raise your credit union to the top in the competitive investment arena.

    If your credit union is not offering wealth management services, or if your program is not as successful as it should be, consider aligning your credit union with an organization that can help you deliver these services in a way that will set it apart. Position your credit union as your member’s wealth mentor. This approach will broaden your relationships with your member base while enhancing wealth management income.