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Companies
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Through our Money Concepts Financial Planning Center, Jake Dunton works with companies to establish retirement plans. From Simple IRA's or 401K plans to 403(b) salary reduction-annuity plans, he can discuss the different requirements with you so your company's financial committment is within its financial limits. Please review our Money Concepts Web page, www.MoneyConcepts.com/jdunton
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Individuals
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Jake Dunton, a registered representative with Money Concepts Capital Corporation, has the ability and the resources to work with individual clients to establish individual retirement plans or other investment vehicles. He can set up mutual fund accounts, managed accounts through Money Concepts wealth management program, establish variable annuities, REIT's, 529 college savings accounts, etc. His objective is to assist you in investing your resources based on your investment objectives: preservation of capital, income, aggressive income, growth or, speculation. Your investment criteria and risk tolerance will be determined before an account is established. Each new investment account will be reviewed and approved by Money Concepts Capital Corporation prior to any funds being place in the investment vehicle selected by you. Please review our Money Concepts Web page, www.MoneyConcepts.com/jdunton
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Services & Solutions
Retirement Planning
Companies
Individuals
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