Additional Wealth Management Products

Specialized Professional Services - Full Service Financial Planning

Bond – A bond is a promise to repay debt(principal) along with interest (coupons) on a specified date (maturity).

Municipal “Muni” Bond – Bond issued by a state, city, or local government. Interest on municipal bonds is generally exempt from federal tax, state and local tax.

Stock – An instrument that signifies an ownership position (called equity) in a corporation, and represents a claim on its proportional share in the corporation’s assets and profits.

IRA – Individual Retirement Account. A tax deferred retirement account for an individual.

Roth IRA – A newer type of IRA, established in the Taxpayer Relief Act of 1997, which allows taxpayers, subject to certain income limits, to save for retirement while allowing the savings to grow tax-free.

529 Plan – An investment vehicle designed to help parents fund their child’s college education.

Life Insurance – An insurance policy that provides benefits upon death.

Long Term Care Insurance – An insurance policy that provides benefits for the chronically ill or disabeled over a long period of time.

 

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

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
Amy Nerdig
Investments Administrator
Main Office Branch
1854 Midland Trail
Shelbyville, KY 40065
(502) 647-7408
anerdig@moneyconcepts.com