Money Concepts

Burke & Schindler is a business consulting, accounting, and a tax and wealth planning firm based in Cincinnati, Ohio. Burke & Schindler provides a variety of strategic business consulting and advisory services to help small and medium sized businesses as well as enterprises with strategic busine...

Money Concepts International, based in Cincinnati, OH, provides financial professionals with comprehensive support and solutions designed to foster sustainable growth and fulfillment in their practices. The company emphasizes a partnership approach, offering tools, insights, and strategies tailored to the unique needs of financial advisors and their clients. With a focus on creating meaningful connections and enhancing advisor success, Money Concepts International has maintained strong relationships with many of its advisors for over two decades. The firm is committed to helping financial professionals navigate their paths while ensuring they feel valued and respected in their roles. Generated from the website

Our holistic approach goes well beyond a financial product or even the traditional financial plan. By building an ongoing relationship we become a wealth mentor and your personal CFO to provide guidance, coordination and oversight on an on-going basis. Whether you are just starting out, midlife or approaching retirement, planning is vital to your success. As your Personal Wealth Coach, our process provides professional financial solutions and access to a wide diversity of opportunities to help address your financial objectives.