Wealth Management

We can help you to design an investment plan to suit your own personal goals.

Fixed and Variable annuities to help you reach your savings goals.
Mutual funds for all types of investors, managed by seasoned professionals that you can trust.
401k, Stocks, Roth IRA's and other products to help you meet your financial goals.
Learn more about establishing a financial plan.

Wealth Management Team

Nikolas Kane
Investment Consultant
Main Office Branch
1854 Midland Trail
Shelbyville, KY 40065
(502) 647-7407
nkane@moneyconcepts.com
Jeff Phalen
Financial Advisor
Main Office Branch
1854 Midland Trail
Shelbyville, KY 40065
(502) 647-7433
jphalen@moneyconcepts.com

Investments Are Not a Deposit
Not FDIC Insured
Not Insured by any Federal Government Agency
No Bank or Credit Union Guarantee
May Lose Value
Independent Contractor of Money Concepts International, Inc.
All securities through Money Concepts Capital Corp. Member FINRA/SIPC
11440 North Jog Road, Palm Beach Gardens, FL 33418 Tel: 561.472.2000