Planning For Your Future
Celebrating 30 Years
We're honored to have spent the last 30 years helping our clients plan for their futures. As a family-owned business, we're proud to have supported our community and fellow families work toward their financial goals through education and professional planning. We recognize that no two families are the same, and craft custom-tailored strategies to meet each client's unique situation and needs.
Our Family Wants to Serve Your Family
Jeffrey Bird, Ronald Bird and Andrew Bird offer Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Financial Concepts, Inc is not a registered investment advisor and is independent of Gradient Advisors, LLC.
Financial Concepts, Inc.
Jeffrey Bird, and his sons, Andrew & Ronald Bird, are investment advisor representatives of Gradient Advisors, LLC, an SEC registered investment advisor. Jeff, Andrew, and Ron Bird serve Mesquite, Nevada and the surrounding communities and provide financial planning and asset management. We’re driven to provide the families and businesses we serve with personalized financial strategies and planning that are designed to help result in financial health and clarity. Our foundation for success at Financial Concepts, Inc. is an unyielding commitment to our clients that can lead to lifelong relationships. Jeff, Andrew, and Ron arm investors with custom-tailored investment strategies to help meet short and long-term needs.
Our goal at Financial Concepts, Inc. is to help our clients work toward their financial goals through customized planning in an open process that utilizes multiple strategies to help build financial independence. As fiduciaries, Jeff, Andrew, and Ron are legally obligated to put their clients’ interests first.
We empower our clients to navigate today’s complex financial world with customized plans that fit their personal, family, and business needs.
Interested In Learning About
Other Services We Offer?
Financial Concepts, Inc. has been a proud part of the Mesquite, Nevada community for over 30 years. We build strong, trusting relationships with our clients and would love to welcome you to our family!
Asset Allocation & Risk
We pride ourselves on providing retirement strategies to Nevada, Utah & Arizona. We take a look at your unique mix of assets and integrate those aspects into a coordinated plan.
Enhanced Planning
Enhanced planning is one key element of any retirement strategy and helps ensure that you leave a legacy of family harmony, regardless of the size of your estate. Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and maintains family harmony after you’re gone.
Our firm does not provide legal advice, and you should consult an attorney for such advice.
Income Planning
Income planning for retirement can be a daunting task because there’s so much to learn. At Financial Concepts, Inc., we’re here to guide you through each of the three income planning phases—accumulation, distribution, and preservation or transfer—and to help you utilize tax-advantaged vehicles to achieve your retirement income goals.
Social Security
Your Social Security benefit represents years of savings and hard work, which is why we work to ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.
