Investment Portfolio Management

Mary Wilson Keener, our senior consultant, offers personal investment portfolio management services through Money Concepts Capital Corporation, where she is a registered representative. She offers plans for personal savings or retirement plans, including IRAs and SEPs. She has had several years of experience in creating investment plans and can help you develop a diversified portfolio to take advantage of many different types of investments and thereby enhance your opportunity to accumulate wealth.

• Tax Preparation and Tax Planning
• Bookkeeping
• Software Installation & Training
• Payroll Preparation & Payroll Tax Reports
• Employment Benefit Plans
• Management Consulting
• Business Plans
• Budgets & Forecasts
• Financial Planning
• Insurance Analysis
• Investment Portfolio Management
• Retirement Planning
• Long Term Care