Money Management Concepts, Inc. is an independent financial planning firm based in Melbourne, FL. Founded in 1993, they are a Registered Investment Advisor governed by the laws of the Securities and Exchange Commission (SEC). Specializing in wealth accumulation and management, retirement planning, and asset protection, their mission is to provide comprehensive solutions to their affluent clients' financial concerns in a tax-efficient and economically sensible manner.
With a focus on building lifetime relationships based on trust, integrity, and respect, Money Management Concepts, Inc. utilizes their experience and expertise to help clients navigate the complexities of wealth preservation and transfer. As a registered investment adviser, they offer general information on products and services, but always recommend consulting a professional adviser before implementing any options. Hyperlinks provided on their website are for convenience purposes only, and they do not engage in the practice of law or accounting.
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