Federal Benefits Academy

Company:	Federal Benefits Academy
Contact:	Michael Momeno
Address:	5377 State Rte N, Suite 203
City:	Cottleville
State:	MO
Zip:	63304
Phone:	636-489-5055
Fax:	636-244-2203
Email:	MMomeno@KnowYourBenefits.us
Website:	https://www.federalbenefitsacademy.us/

About My Practice

Michael Momeno has been a financial planner with Money Concepts Capital Corp. since 1999. As the lead instructor at the Federal Benefits Academy, he has dedicated nearly a decade to educating federal employees through group sessions and individual consultations. With his approachable demeanor and expertise in simplifying the complexities of federal benefits, Michael makes financial planning clear, practical, and easy to understand.

To schedule a seminar or workshop at your federal agency, or to receive a complimentary individual benefits analysis, reach out to Michael or a member of his team.

Offering Advice Since

1999

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management
Federal retirement benefits
Business employee benefits

Licenses, Certifications, Education, and Affiliations

Insurance Licenses: Licensed in MO, IA, KS, NE, IL Life Insurance Licensed in multiple states
Security Licenses: Series 63- Uniform Securities Agent State Law Examination; Series 7- Full Registration/General Securities Representative; Series 65- Uniform Investment Adviser Law Examination Securities

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased

My Association with the Office or Firm

Independent Contractor

My Broker / Dealer Affiliation

Securities offered through Money Concepts Capital Corp.

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