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Money Concepts - Tejeda Financial
WHO WE ARE:
Formed in 1979, Money Concepts is a worldwide network of Financial Planning Center, independently owned and operated, and keyed to individual, family and business financial planning.
CORPORATE PHILOSOPHY:
Integrity
Commitment
Fairness
Credibility
Opportunity
How We Work:
1. Find out where you are financially.
2. Decide where you want to be.
3. We’ll show you how to get there.
Angie Tejeda, MBA, RFC is an independent advisor who will work with you to offer solutions to your financial needs.
“My number one objective is to create and manage a financial plan that helps you meet and exceed your financial goals and expectations as efficiently as possible.” Angie Tejeda, President of Tejeda Financial, independently owns and operates her Money Concepts Centre. Angie has her Bachelor of Arts degree in Psychology and her Master’s in Business Administration. She has been awarded the RFC ® (Registered Financial Consultant) designation. She has completed numerous courses and exams relating to investments and insurance. She has been in the financial planning business for the past decade. She has assisted hundreds of individuals and business owners to reach their financial goals. Angie’s specialty is assisting the pre-retirement and senior market in achieving a successful retirement.
True Independent Advice:
Money Concepts is an independent broker/dealer with no proprietary products therefore eliminating any conflicts of interest. We are geared towards the most efficient way to solve your financial goals and concerns.
Commitment to Excellence:
We are committed to the excellence of our plans. We are constantly monitoring investments and insurance to determine if there are better opportunities available.
We offer:
Mutual Funds
ETF’s
Life insurance
Stocks & Bonds
Wealth Management
Financial Plans
Fixed and Variable Annuities
Estate Planning
Call today for a FREE review of your investments and insurance.
