MONEY CONCEPTS
Border FCU and Money Concepts work together as a partnership to help you with Personal and Business Financial Planning!
Services Offered:
Personal Planning
Plan for your future and your peace of mind
Retirement Planning and preparation
Financial Planning
Ask about our enterprise 360 plan!
Rollovers and Retirement Plan Distributions
Investments
Stocks, Bonds, Options, & Mutual Funds
IRAs
Roth IRAs
403B Plans
Annuities
Fixed, Indexed, Variable
Asset Management
Life Insurance
College Planning and Funding
Estate Planning
Ask about NET-LAW!
Business Planning
Whether your business is new or established….we can help!
Starting a business
401K Plans
Tax Planning
Employer Benefits and Cafeteria Plans
Health Insurance
Seminars, Workshops, and Speaking Engagements
