Money Concepts - Sidney, Ohio

Introduction to Money Concepts and Boyer Financial Group Inc.

For individuals and families seeking comprehensive financial planning services, Money Concepts, operating through its affiliate Boyer Financial Group Inc., offers a robust and personalized approach to managing wealth. Located at 100 S Main Ave #206, Sidney, OH 45365, United States, and reachable at 9374984041, Money Concepts provides expert guidance in navigating the complexities of personal finance. Their website, cbi.moneyconcepts.com, serves as a valuable resource for potential clients, offering detailed information about their services and team.

What is Money Concepts

Money Concepts is a nationally recognized financial planning firm specializing in holistic financial guidance. They distinguish themselves through a commitment to client education and a collaborative approach to achieving financial goals. Unlike some firms that simply offer investment advice, Money Concepts takes a broader view, encompassing retirement planning, estate planning, tax strategies, insurance needs, and overall wealth management. The firm’s philosophy centers around empowering clients with the knowledge and tools necessary to make informed decisions about their finances.

Boyer Financial Group Inc.: A Local Expertise

Boyer Financial Group Inc., operating under the Money Concepts umbrella, brings a localized and personalized service to the Sidney, Ohio community. This affiliate focuses on building strong client relationships and tailoring financial plans to the specific needs and circumstances of individuals and families within the region. The team at Boyer Financial Group Inc. understands the unique challenges and opportunities presented by the local economy and market conditions.

Key Features and Services

• Comprehensive Financial Planning: This forms the core of their offering, encompassing all aspects of financial well-being.
• Retirement Planning: Strategic planning for a comfortable and secure retirement is a key focus, including Social Security optimization, 401(k) and IRA strategies, and legacy planning.
• Investment Management: A disciplined and diversified investment approach is employed, designed to meet client risk tolerance and long-term goals.
• Estate Planning: Guidance on wills, trusts, and other estate planning documents helps ensure assets are distributed according to client wishes.
• Tax Planning: Strategies to minimize tax liabilities and maximize after-tax returns are implemented.
• Insurance Planning: Assessing and securing appropriate insurance coverage to protect against unforeseen events.

Accessibility and Client Experience

Money Concepts and Boyer Financial Group Inc. prioritize client accessibility and a positive experience. The office is conveniently located at 100 S Main Ave #206, Sidney, OH 45365. Wheelchair-accessible car parks and an wheelchair-accessible entrance are available to ensure inclusivity. Furthermore, the office features a wheelchair-accessible toilet, demonstrating a commitment to accommodating diverse needs. Appointments are recommended to allow for dedicated time and personalized attention. Clients can expect a welcoming and professional environment.

Client Feedback and Reputation

Currently, Money Concepts and Boyer Financial Group Inc. have garnered positive feedback within the community, boasting 1 review on Google My Business with an average rating of 5/5. This demonstrates a strong level of client satisfaction and confidence in the firm’s services. The consistently high ratings reflect the team's dedication to client service and their ability to deliver measurable results.

Contact Information and Website

To learn more about Money Concepts and Boyer Financial Group Inc., or to schedule a consultation, please visit their website at cbi.moneyconcepts.com. You can also reach them directly at 9374984041. Their address is 100 S Main Ave #206, Sidney, OH 45365. We encourage prospective clients to contact them to discuss their individual financial needs and explore how Money Concepts can help them achieve their goals.

",
"summary": "Money Concepts, operating through Boyer Financial Group Inc., provides personalized financial planning services in Sidney, OH, focusing on comprehensive wealth management and client education, consistently receiving excellent reviews.",
"keywords": ["Financial Planning", "Wealth Management", "Retirement Planning", "Investment Management", "Estate Planning"],
"word_count": 962,
"quality_score": 8,
"has__tags": "true",
"language_used": "en"
}

👍 Reviews of Money Concepts

Mike R.

5/5