"Wealth isn't primarily determined by investment performance but by investor behavior." - Nick Murray


We strongly believe that financial education should be a part of every financial plan because we know that financial education provides a solid foundation for building a sound financial plan.


"Somebody's sitting in the shade today because someone planted a tree a long time ago." - Warren Buffett


“How lovely to think that no one need wait a moment. We can start now start slowly changing the world. How lovely that everyone great and small can make a contribution…you can always give something even if it is only kindness!”- Anne Frank


"Somebody's sitting in the shade today because someone planted a tree a long time ago." - Warren Buffett

Welcome to Financial Concepts

Financial Planning in Columbus, Mississippi

You work hard and want to do the very best with what you have. You provide a good home for your family and make sure they are healthy and happy. You save your money and want to know that you can afford to send your children to college and still retire comfortably someday. You dream of visiting family and grandchildren and taking those long-awaited vacations.

Help your dreams come true and starting planning today. At Financial Concepts, we provide comprehensive financial planning designed to help you do what's best for you and your family’s future. We'll work with you to review every aspect of your financial life and help you articulate your most important goals. The resulting written plan will include smart investment recommendations to help you reach your financial goals and secure your retirement income.

Contact us today at 662-327-1480 to learn how Financial Concepts can help you turn your dreams into reality. Join our family of clients and you will discover that the relationships we build are meant to last a lifetime.

Financial Concepts helps those who want their money to work as hard as they do.

Our Approach

At Financial Concepts, we believe that creating your ideal financial plan requires a deep understanding of your unique needs, goals, and dreams for the future. 

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Our Process

Our mission—in life and in business—is to help our clients build a comprehensive financial plan, and stick to that plan year after year.

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Financial Blog

Be sure and visit our blog as we periodically post content ranging from market commentary to general financial planning tips.

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All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Advisory services provided by Financial Concepts, a registered investment advisor. Separate advisory and securities services may be provided by National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a SEC registered investment advisor. Financial Concepts and NPC are independent and unrelated companies. Please consult with your representative to confirm on which company’s behalf services are being provided. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker‐Dealer, agent or Investment Adviser Representative requirements. In addition, follow‐up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker‐Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion.

Check the background of this firm and investment professional on FINRA's BrokerCheck.