Financial Planning and Asset Management
Services
As independent
advisors of Money Concepts Capital Corp, we
offer unbiased advice and non-proprietary
investments for our clients. We take the time
to understand your goals, your experiences
and your tolerance for risk throughout the
financial planning process. Our services include:
Personal Investments and Retirement Planning
- 401(k), 403(b) and 457 Rollovers
- Traditional and Roth IRAs
- Retirement Income Planning
- Fixed and Variable Annuities
- Stocks, Bonds, Mutual Funds, ETFs, REITs
- Life Insurance
Education Saving
- Coverdell Educations Savings Accounts
- 529 College Savings Plans
- FAFSA Assistance
- College Planning Consultive Services
For Small Business Owners
- Retirement Plan Setup and Consulting
- SIMPLEs, SEPs, 401(k) and Profit Sharing
Plans
- Retirement Planning Services for Employees
 Financial
Planning Checklist
Risk
Tolerance Questionnaire
Investing Basics - What you need to know
All securities through
Money Concepts Capital Corp. Member FINRA/SIPC
Eastown Financial Services, Inc. is not affiliated
with Money Concepts Capital Corp.
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