We Help Families Create
A Prosperous, Safe and
No-Stress Retirement.

Tested. Effective. Proven.

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Retire Wealthier.
Retire Earlier.

with Wealth Concepts Group

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#1 Amazon Best Seller

Explore the books written by D. Scott. Kenik

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Financial Strategies

Maximize wealth and ensure long-term financial stability.

Financial Strategies

Maximize wealth and ensure long-term financial stability.

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Retirement Planning

Optimize savings and secure financial longevity for retirement.

Retirement Planning

Optimize savings and secure financial longevity for retirement.

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Tax Reduction

Minimize tax liabilities to enhance financial savings.

Tax Reduction

Minimize tax liabilities to enhance financial savings.

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Estate Planning

Strategize asset distribution to safeguard your legacy and support beneficiaries.

Estate Planning

Strategize asset distribution to safeguard your legacy and support beneficiaries.

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Wealth Concepts Group

Retire Wealthier. Retire Earlier.

 

Wealth Concepts Group specializes in comprehensive financial and retirement planning, offering personalized strategies to secure and enhance our clients’ financial futures and enable them to control their lifestyle in retirement.

 

Through a collaborative approach, our No-Stress Retirement Plans create tailored financial strategies that navigate the complexities of today’s financial landscape, ensuring preparedness for future challenges with protected growth and lifetime income.

 

Designed for safety and prosperity, our services cover the full spectrum of financial planning, including wealth management, retirement income strategies, legacy planning, insurance solutions and tax optimization, all designed to meet the unique needs and goals of our clients.

 

Our expertise extends through the crucial phases of retirement planning—accumulation, distribution, and asset preservation or transfer—with a focus on safe, tax-efficient growth and income solutions. Legacy planning is integral to our offerings, enabling clients to effectively transfer their legacy to future generations.

 

We address the risks of market volatility by offering protective growth strategies, alongside tax planning services aimed at minimizing liabilities and maximizing benefits.
Wealth Concepts Group is your partner in achieving financial security.

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Books by Wealth Concepts Group

Get your complimentary copy today.

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No-Stress
Retirement Roadmap

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The No-Stress Retirement
Guide to Annuities

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Prosperous, Safe
and Tax-Free

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Avoiding IRA Tax Traps and Blunders

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Meet the Wealth Concepts Group Team

We Help Families Create a Prosperous, Safe and No-Stress Retirement.

D. Scott Kenik

Founder and Principal

James Jurika

Certified Financial Planner

Al Caceido

Income Planning Specialist

Lisa Martinez

Case Design Specialist

Testimonials

Opinions from our clients.

Thanks to Scott, I am in a better place for when I am ready to retire. I didn't have my affairs in order until I worked with Scott. He guided me through the process of setting up my Annuity. He made it easy to understand and explained everything from start to finish. I had questions on some of the documentation and he was always available to answer my calls and questions.

Lynda S.

This webinar was my introduction to common IRA and 401(k) mistakes and I found it to be eye opening and extremely helpful. Scott created a personalized analysis for my situation. It gave me confidence, peace of mind, and direction for planning my upcoming retirement. I highly recommend the whole package!

Cindy D.

Scott’s IRA Mistakes training provided important information to take charge of my retirement. I was fortunate to have received an unsolicited ad from Wealth Concepts Group titled 'No-Stress Retirement' a couple of weeks ago. As it was a free webinar, I decided to listen in. Scott Kenik provided important information that made me realize that I needed to take charge of my retirement planning.

Sue T.

Scott Kenik, From start to finish, made us feel that we were making the right choice. We found Scott to be very knowledgeable and very informative in the products he was offering.

Gregg J.

When I retired, I was looking for an avenue that would allow my TSP to work for me, and allow it to last as long as I did. Scott’s approach has allowed for that, and allowed us some piece of mind in an economic down trend. My retirement is secure and is working for me and my family. Thanks, Scott!

Lindel E.

Scott was very knowledgeable about planning for my retirement. For the first time in a long time, I no longer worry about my future!

Lyn B.

Finding someone to trust with my money was harder than I thought it would be. Scott listened to me, explained several options to me and gave his reasoning behind which option would be my best fit.

Carla W.

I wish I had read Scott Kenik’s No-Stress Retirement Roadmap when I left my job with a sizable IRA, but no smart direction. I went through three financial advisers who had three different approaches, but NONE, were nearly as up front or knowledgeable enough to steer me into the kinds of strategies and options that this book laid out. The book is a bible to anyone who’s still in the retirement planning stage. It’s not only informative; it’s eye-opening.

Larry B.

Scott is very accessible and committed to sharing his knowledge and expertise through his educational videos, his readable books and his personal consultations. Scott’s recommendation gave me a feeling of security that my money will last and that there will be some remaining funds for my son. His plan with guaranteed a set dollar amount each month, regardless of what the market was doing, was a lifesaver to me, a no-brainer. His advice was crucial in assisting me in understanding this and ultimately deciding which options to choose. Scott is well informed and trustworthy. I would highly recommend consulting with Scott in making these important decisions.

Tracy M.