Planning For Your Future
Financial Concepts, Inc.
Jeffrey Bird, and his son, Ronald Bird, are investment advisor representatives of Gradient Advisors, LLC, an SEC registered investment advisor. Jeff and Ron Bird serve Mesquite, Nevada and the surrounding communities and provide financial planning and asset management. We’re driven to provide the families and businesses we serve with personalized financial strategies and planning that are designed to help result in financial health and clarity. Our foundation for success at Financial Concepts, Inc. is an unyielding commitment to our clients that can lead to lifelong relationships. Jeff and Ron arm investors with custom-tailored investment strategies to help meet short and long-term needs.
Our goal at Financial Concepts, Inc. is to help our clients realize their financial dreams through customized planning in an open and transparent process that utilizes multiple strategies to help build financial independence. As fiduciaries, Jeff and Ron are legally obligated to put their clients’ interests first.
We empower our clients to navigate today’s complex financial world with customized plans that fit their personal, family, and business needs.
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Established In 1996
Financial Concepts Wealth Management, LLC has been a proud part of the Mesquite, Nevada community for over 28 years. We build strong, trusting relationships with our clients and would love to welcome you to our family!
Best of Mesquite was awarded by polling readers of the Mesquite Monthly newspaper. For ballots to qualify, they must have included over 15 business nominations for various categories and contained name and contact information of the voter to verify the authenticity of only one ballot per reader. This award was awarded March 3, 2025, with the polling period taking place over the preceding months. This award was not created by Jeffrey Bird, Ronald Bird, or Financial Concepts, Inc. No compensation was provided to create this award or incentivize Mesquite Monthly readers to influence the results of this award. This award may not be reflective of your experience with Financial Concepts, Inc.
Asset Allocation & Risk
We pride ourselves on providing retirement strategies to Nevada, Utah & Arizona. We take a look at your unique mix of assets and integrate those aspects into a coordinated plan.
Enhanced Planning
Enhanced planning is one key element of any retirement strategy and helps ensure that you leave a legacy of family harmony, regardless of the size of your estate. Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and maintains family harmony after you’re gone.
Our firm does not provide legal advice, and you should consult an attorney for such advice.
Income Planning
Income planning for retirement can be a daunting task because there’s so much to learn. At Financial Concepts, Inc., we’re here to guide you through each of the three income planning phases—accumulation, distribution, and preservation or transfer—and to help you utilize tax-advantaged vehicles to achieve your retirement income goals.
Social Security
Your Social Security benefit represents years of savings and hard work, which is why we work to ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.
