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

Tested. Effective. Proven.

Retire Wealthier.
Retire Earlier.

with Wealth Concepts Group

#1 Amazon Best Seller

Explore the books written by D. Scott. Kenik

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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

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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


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