Money Concepts

Formed in 1979, Money Concepts is a worldwide network of Financial Planning Centers keyed to individual, family, and business financial planning.

Money Concepts is associated with Money Concepts Capital Corp., a Broker Dealer and Member of the FINRA and SIPC.

Currently Money Concepts has over 700 Financial Planning Centers throughout North America, Europe, and the Pacific Rim.

Circle Financial Planning, Inc. was formed in 1984 to provide Financial Planning Services through the Money Concepts Wealth Management & Financial Planning Network. We are an Independent Contractor with Money Concepts International.

CORPORATE PHILOSOPHY

INTEGRITY – We pledge soundness and honesty in all our dealings with clients and companies with whom we affiliate.

COMMITMENT – We regard all associations as a trust and give our total attention to the best interest of our clients, now and in the future.

FAIRNESS – We insist that all arrangements work equally well for all parties in both human and financial terms.

CREDIBILITY – We will not associate ourselves with products and services that we cannot believe in and use with pride and integrity.O

OPPORTUNITY – We will constantly be alert to changes in markets, products, regulations and the economy for the opportunities they may create.