Money Concepts Wealth Management and Financial Planning

Money Concepts Wealth Management and Financial Planning Retirement planning, financial planning, investments, college planning, life insurance and more! Let us help you ensure you are maximizing your benefits.

We provide holistic wealth management and financial planning services through our affiliation as independent financial advisors with Money Concepts Capital Corp. Our services include retirement planning, financial planning, investments, college planning, wealth management and advisory services, life insurance, estate planning, 401k plan management and more. We specialize in working with federal employees in helping them understand their federal benefits including TSP, FEGLI, FERS, and other federal benefits. We can help devise a plan to help federal employees maximize their financial goals both during their employment years and after retirement. Our team consists of various individuals in different capacities including Enrolled Agents (our resident income tax experts), life insurance specialists, financial advisors and support staff. Our team is here to help! We also conduct seminars, webinars and other events to promote and educate our communities on wealth management and financial planning topics.

10/10/2026

🌎 Immigration decisions can impact more than your legal status. They can also affect your finances, business, and family's future.

We welcome immigration attorney Alfredo Lozano to discuss the importance of seeking qualified legal guidance, keeping accurate financial records, and planning ahead when navigating the immigration process.

🎙️ Learn how the right team and preparation can help you make informed decisions for your future!
The Lozano Law Firm - Abogado de Inmigracion

10/09/2026

As a couple, make sure you have an understanding of your investment goals and the best way to try to reach them.

10/07/2026
10/02/2026

Have you considered adding dividends to your portfolio?

Happy work anniversary to Irmarie!
09/30/2026

Happy work anniversary to Irmarie!

09/30/2026

Sunday’s are a beautiful day to recap the week we leave behind.

KTDR96.3FM’s On Air Personality, Deya Diego, was honored and privileged to cover and attend The Women’s Empowerment Event on Thursday September 24th at the Pecan Ballroom.

The Money Concepts Wealth Management and Financial Planning Money Concepts Wealth Management and Financial Planning team did an excellent job hosting their fifth annual Women’s Empowerment event!

Pictured are the two guest speakers for the event. Ana Moreno, Executive Director of CASA of Val Verde County , on the left. Gina Garcia, first female Chief Deputy of Val Verde County Sheriff Department, on the right.

Ana, who was the recipient of the Foot Print Award, serves a key role in the CASA organization that ensures the wellbeing of the children of Val Verde County. Currently all the children of our county are being served. She is coming up on her 1 year anniversary in November.

Gina, who is making history as the Val Verde County Sheriff's Office's first female chief deputy, joined the VVSO in 2018. She is breaking glass ceilings for women in local law enforcement! In her speech she said, ”I may be the first, but I am not the last.”

Grateful for these people and these moments of grace and growth. ✨🙏🏻✨

The team is already planning for next years 6th annual Women’s Empowerment Event. To help or for further information please call Mario Rodriguez @ (830) 775-4800.

📸✨ So many amazing moments were captured at our Women’s Empowerment Event! Here are a few of our favorite photos. 💛A hug...
09/25/2026

📸✨ So many amazing moments were captured at our Women’s Empowerment Event! Here are a few of our favorite photos. 💛

A huge THANK YOU to everyone who attended, supported, sponsored, and helped make this event possible. We couldn’t have done it without you! 🙌

09/25/2026
09/25/2026

The Marcus Aurelius people-pleasing paradox: we love ourselves most, yet hand the final verdict to others. Why?

Address

100 Center Drive
Del Rio, TX
78840

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

Telephone

+18307754800

Website

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