Imagine Having
Confidence, Clarity,
Our goal is to help you reach YOUR financial goals.
With thousands of independent, nonproprietary financial products and services to choose from, we can deliver a customized financial strategy that helps fit your unique situation now and helps answer the questions of tomorrow.
No matter where you start, learn to manage and grow what you have, while living life your way.
She has over 20 years of experience in the wealth management industry, Carol is passionate about helping people like you to get on track for their future.
Gain knowledge on how to take charge of your financial situation and become more confident in knowing you and your family can enjoy life without worrying about your financial future.
Carol Eddy
Certified Financial Planner
Budgeting, Savings, College, Growing Your Wealth, Divorced, or Making Work Optional
Marriage, Kids, Insurance, And Managing The Family Finances
Entity, Tax Planning,
Employee Benefits,
and Retirement Plans
Learn more about reaching your financial goals. Schedule a 15-minute Q&A session with Carol Eddy.
Consultants Not Dictators
Committed
Understanding
Educated
We take a consultative approach looking at your entire financial picture. Then, we develop a plan to help you get to where you want to go.
We are committed to providing you with the finest in wealth management and financial planning services. We are free to work with you in a way that helps to meet your needs and desires.
We understand that wealth management is a process, not a product. As such, you receive ongoing money-mentoring and coaching. We are there when you need us.
We attend a minimum of thirty hours of classroom education each year, over twice the industry average. We do this for one reason only… to better serve you with the latest in products, services and tax strategies.
Contact Form
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
Member FINRA / SIPC
Securities Through Money Concepts Capital Corp. ©Copyright 2022 Money Concepts International Inc.