Founded in 1991, the mission of Equity Concepts LLC* is to enable its clients to become the best possible stewards of what God has entrusted to them.
Their wealth management process is more than just picking investments. It is the integration and coordination of asset planning, risk management, tax planning and estate planning.This comprehensive approach is designed to ensure that each of these important areas of their clients’ financial life is evaluated and managed together to give them a greater sense of control.Equity Concepts has built its business on trust and referrals because their interests are aligned with their clients.
Meet with Wealth Manager and Shareholder at Equity Concepts, Kenny Elkins, at no cost or obligation. Contact Kenny at (804) 285-4463, (800) 936-6166, or firstname.lastname@example.org.
Meet Kenny Elkins, Wealth Manager & Shareholder
Kenny is a Wealth Manager and Shareholder at Equity Concepts, a wealth management firm located in the Richmond, Virginia area. He is a graduate from Mary Washington College. Kenny’s previous career experiences include the Central Intelligence Agency, First Market Bank and Circuit City.As a Registered Investment Advisor Affiliate licensed in many states, he has the legal fiduciary responsibility to protect his clients’ best interest and, to completely and objectively disclose all important information to his clients. Kenny recently celebrated his 13 year anniversary with the firm.
Kenny lives in Mechanicsville with his wife, Jennifer, and their three children. They enjoy traveling to historical landmarks and vacationing at the beach or Smith Mountain Lake. He plays guitar at Walnut Grove Church and enjoys running and biking for exercise. Kenny recently accepted a position on the Richmond area Board of Directors for Bethany Christian Services, which is the largest not-for-profit adoption agency in the United States.
*Brokerage services are being provided by Equity Concepts LLC, not Entrust Financial Credit Union. The consumer will be dealing solely with Equity Concepts LLC with respect to brokerage services. Securities not NCUSIF insured – Not NCUA or credit union guaranteed. May lose value. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/ Dealer, Member FINRA/ SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Equity Concepts LLC and Cambridge are not affiliated.
The real estate market is huge. Consider all the different types of property you see on a daily basis: medical buildings, apartments, raw land, shopping centers, banks and gas stations. It surprises people to learn that these are types of real estate you can own inside your portfolio.
The “good old days” when you could purchase a Certificate of Deposit and earn 6% are long gone. This is especially difficult for retirees who are counting on those income producing assets. So where do you find yield?
At what age do you plan to retire? Before 60? At 65? When you are 70 or older? Never? Retirement at age 65 is no longer the goal for most working Americans.
Self-knowledge is certainly one of the best tools you can have when working with your wealth manager to build a portfolio that works for you; and it can keep you from acting impulsively in a way that damages your long-term returns.