Faithful Stewards of Money Concepts

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Faithful Stewards of Money Concepts Holistic Financial Planning and Independent Wealth Management Disclaimer

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In accordance with the US Securities and Exchange Commission rules, a "Like" should not be interpreted as an endorsement of the firm or its advisors. Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our Facebook Fan Page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that Facebook may publish on its site or on the Money Concepts Fan Page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements, or any other content that may appear on Facebook or on other Facebook-affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. This Fan Page is intended for US persons only. Any non- Money Concepts URLs or external websites mentioned on Facebook are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company. Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. All Securities Offered Through Money Concepts Capital Corp. Member FINRA / SIPC
© 1979-2010 Money Concepts International Inc. Office of Supervisory Jurisdiction:
7828 East 88th St. Indianapolis, IN 46256 317-841-0370

10/13/2026

An individual 401(k) plan is really nothing more than a combined profit-sharing plan and 401(k) plan implemented by a self-employed individual or small business owner with no full-time employees (unless the full-time employee is the owner's spouse). These plans, which went into effect after passage....

10/07/2026

A lot of people assume I manage investments. And while that’s part of it…honestly, that’s not where most of the work happens. Really, it’s income, taxes, insurance, and figuring out how all the moving pieces actually fit together. Because if those aren’t lined up, the investments don’t really matter as much as people think.

Think of investments as one spoke in the wheel, not the whole thing. If you’re not sure how your wheel is coming together, schedule a call, and we’ll walk through it.

10/06/2026

Choosing whether to invest in a Roth or traditional IRA takes many factors into consideration.

09/29/2026

Some special mortgage programs allow you to purchase a home with no down payment.

09/22/2026

As the owner of a business, you may want to keep the business in your family but may not be ready to relinquish control just yet.

09/15/2026

Most families avoid detailed conversations about aging, housing and care, even though they’re crucial

09/09/2026

Most people don’t talk to a financial advisor until something forces the conversation.

For me, that moment came at 25 after my first child was born. I realized pretty quickly… I didn’t fully understand how everything fit together.

What stuck with me wasn’t a product or a recommendation. It was the clarity. Seeing how all the pieces connected and finally being able to make decisions with some confidence behind them.

That’s really what I try to give people now. Not just answers, but a clear path forward that makes sense for your situation. If you’ve been putting it off or just want to understand things a little better, I’m always open to having that conversation.

09/08/2026

We look at changes made by the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, the American Taxpayer Relief Act of 2012, and the the One Big Beautiful Bill Act (OBBBA)of 2025.

09/01/2026

They lose billions in months and hold quarterly board meetings with their children. Inside the high-stakes, high-reward mindset of the ultrawealthy.

If you’ve ever walked out of a meeting thinking, “I think that made sense… but I’m not totally sure,” that’s a problem.F...
08/26/2026

If you’ve ever walked out of a meeting thinking, “I think that made sense… but I’m not totally sure,” that’s a problem.

Financial planning shouldn’t feel like something being done to you. It should feel like something you’re part of. You should be able to ask questions, get real answers, and actually see how all the pieces fit together.

Because at the end of the day, my job isn’t just to build a plan. It’s to help you understand the path we’re taking and why it works.

If you’ve never felt fully comfortable asking those questions, it might be time to take a closer look at how your plan is set up.

Address

3077 East 98th Street, Suite 260
Carmel, IN
46280

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 4pm

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