Page 7 - Money Concepts Corporate Brochure

IN 1979, MONEY CONCEPTS FOUNDER JACK WALSH recognized major

weaknesses in the distribution systems of the financial services industry, and
dedicated his new company to solving these problems. Mr. Walsh created a
“turnkey” Money Concepts Financial Planning Center that allowed community
based financial institutions, tax professionals and independent financial planners,
a structured and unbiased way to offer their clients and customers holistic financial
planning and wealth management solutions. Money Concepts is a privately held
company completely independent of the influence of product providers. Today,
there are more than 700 Money Concepts Planning Centers throughout North
America, Europe and the Pacific Rim.

CORPORATE PHILOSOPHY

Money Concepts is an entrepreneurial based company founded on the
principle of true ownership. This means that all Money Concepts Centers are
independently owned and operated, with “YOU” being the central focus of
everything we do. Our corporate philosophy is based on six key pillars:

INTEGRITY We pledge soundness and honesty in all our dealings with clients
and companies with whom we affiliate.

COMMITMENT We regard all associations as a trust and give our total attention
to the best interests of our clients now and in the future.

FAIRNESS We insist that all arrangements work equally well for all parties in
both human and financial terms.

CREDIBILITY We will not associate ourselves with products or services that we
cannot believe in and use with pride and integrity.

OPPORTUNITY We will constantly be alert to changes in markets, products,
regulations and the economy of the opportunities they may create.

ENTERPRISE We believe in the power of the “can do” spirit of private
enterprise . . . owning your business is a bold and difficult task, but a worthwhile
venture. At Money Concepts you not only own your business by contract but also
receive substantial support and direction.

At Money Concepts you are in business for yourself but not by yourself.

Pictured below left to right: James F. Fortney, Sr. Vice President of Financial Institutions; Susan Walsh -Caban,
Vice President of Marketing & Meetings; Michael Thompson, National Director of Sales; Maria Childe, Vice
President of Commissions & Licensing