Velocity Concepts

Velocity Concepts Velocity Concepts

(formerly Wealth Efficiency Strategies, Inc.) No offers may be made or accepted from any resident outside the specific state(s) referenced.

Is a comprehensive financial services firm providing strategic
planning and asset management throughout all three phases of a client's financial life. Wealth Accumulation
Designing efficient and effective strategies striving to build wealth, recover cost, reduce risk, and help you achieve your full financial potential. Wealth Distribution
Designing strategies to efficiently distribute, spend, and

enjoy your wealth throughout your lifetime. Wealth Conservation
Designing strategies that help you effectively transfer your wealth from one generation to the next, while maintaining control over your assets. Disclosure

Securities and Investment Advisory Services Offered Through FSC Securities Corporation, Member FINRA, SIPC (links below) and SEC Registered Investment Advisor. Investments in securities involve risk, including the potential loss of principal invested.This communication is intended for individuals residing in the states of DE, MD, FL, PA, NJ, NY, and IA. The site may contain links to articles or other information that are contained on a third party website. FSC Securities Corporation does not endorse or accept responsibility for the content, or the use, of the web site. FSC Securities Corporation assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. FSC Securities Corporation is not affiliated with Facebook. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on this site. We do not control, serve, adopt or endorse any content that Facebook may publish on this site. No part of this site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may remove comments or fans for a number of reasons. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly. You should never post personal, account or transaction information anywhere on this site. For customer inquiries, please call 484-234-0580

Don’t forget to review and refresh your insurance policies this spring! Make sure your home, life, and auto policies are...
04/05/2023

Don’t forget to review and refresh your insurance policies this spring! Make sure your home, life, and auto policies are up to date. Then, ensure you’re getting the best deal by comparing premiums.

As you are organizing and refreshing for the warmer months ahead, take time to review your insurance policies.

04/03/2023
Spring cleanup is a great time to dust off old account statements and check for any missing money. Is there an old 401k ...
03/29/2023

Spring cleanup is a great time to dust off old account statements and check for any missing money. Is there an old 401k or HSA you forgot to roll over? Follow these steps to check for unclaimed funds.

Tracking down 401(k) accounts you left behind can mean adding more money to your nest egg.

Shoutout to all the amazing mom & pop business owners out there! Your hard work and dedication to your craft is truly in...
03/29/2023

Shoutout to all the amazing mom & pop business owners out there! Your hard work and dedication to your craft is truly inspiring. On this National Mom & Pop Business Owners Day, we celebrate you and all that you do for our communities.

Spring cleaning your finances with a spruced-up budget is a great way to get your fiscal house in order! Budget techniqu...
03/22/2023

Spring cleaning your finances with a spruced-up budget is a great way to get your fiscal house in order! Budget techniques are not one-size-fits-all. Check out these five variations and decide which would best suit your needs.

The winning approach is the one you’re actually going to stick to, month after month.

An important item to polish-up each spring is your retirement account beneficiaries. It’s surprisingly easy to do, yet q...
03/15/2023

An important item to polish-up each spring is your retirement account beneficiaries. It’s surprisingly easy to do, yet quite often gets overlooked. Here’s why you should ensure yours are up to date!

Retirement account beneficiaries should be reviewed and updated regularly as circumstances change and your heirs don't need confusion.

Checked everything off your estate planning list? You might have missed this! An estate plan for your digital property. ...
02/09/2023

Checked everything off your estate planning list? You might have missed this! An estate plan for your digital property. Here’s why.

What happens to your digital property after you die? Great question! Here's how you can create a Digital Estate Plan in 5 easy steps.

Address

Media, PA
19063

Opening Hours

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

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