About FINANCIAL CONCEPTS, INC.

Financial Concepts, Inc. has been a trusted name in the Mesquite, Nevada community since 1996, providing dedicated and family-centered financial guidance to individuals and families. Founded by Jeffrey Bird, a visionary financial advisor, the firm has grown into a family-owned and operated business with a strong commitment to helping clients achieve financial security and peace of mind.

The mission at Financial Concepts is clear: to help clients reach their financial goals and dreams through education and professional planning. Each strategy is custom-tailored to meet the unique situation and needs of every client, as the firm believes that no two families are alike. The team at Financial Concepts prides themselves on their personalized approach, often stating, “Our family wants to serve your family.”

Today, Financial Concepts remains a close-knit operation that’s veteran-owned, with multiple generations of the Bird family working together to support clients at every stage of life. Jeffrey and his son Ronald work alongside Ronald’s brother Andrew who specializes in Medicare. A third brother, Nicholas serves as VP of Client Relations while Jeffrey’s wife Roberta manages daily operations as office manager. Even the next generation is involved—Ronald’s daughter Alyssa serves as an administrative assistant. Jaqi Johnson serves as the first point of contact for visitors and clients, while our newest addition, Elmer Rivera, assists our Medicare clients.

Financial Concepts offers a comprehensive range of services including retirement planning, investment management, life and health insurance, Medicare Supplements and Advantage plans, and Estate Planning. This holistic expertise allows the firm to address both immediate needs and long-term goals for their clients.

Their deep roots in Mesquite have earned Financial Concepts the title of Best Financial Advisor in Mesquite every year since 2017. The firm is proud to help local families navigate their financial futures with clarity and confidence.

Choosing Financial Concepts means choosing more than just a financial advisor; it means choosing a family committed to the client’s success. Let the Birds be a part of your journey toward financial freedom and security.