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Steven R

Series 63, Series 65

Burton, MI

Money Concepts Capital Corp

Steven Rainey is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Money Concepts Capital Corp since 2000 and has operated MCLR Financial Inc., an accounting and income tax preparation business, since 1986. Rainey also serves as a board member of the Michigan Society of Enrolled Agents. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a mix of model portfolios, advisor-designed portfolios, and third-party sub-advisers, offering both discretionary and non-discretionary account structures.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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