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Philosophy and Values

It is important that Family Legacy Concepts (FLC) aligns with your values. Please review this page and ask yourself if this partnership will work for you.


FLC forged a business alliance with Cambridge Investment Research, whose 4 key values are based on:

Integrity – honesty, fairness, and ethics are the foundation of our culture.
Commitment – making a difference to our community through quality, excellence, and service.
Flexibility – offering solutions based on being open-minded, resourceful and committed to mutual win-win.
Kindness – in all things, consideration and compassion with human touch guide our decisions

We believe in sufficient resources, not in scarce ones. People are blessed with enough time, talent, and financial wherewithal to live happy and fulfilled lives.

Vision Statement for Family Legacy Concepts

Helping people pursue financial independence and feel more secure.

Mission Statement for Family Legacy Concepts

Provide advice, with matching financial services and products, to enhance financial decision-making of individuals and families.

One of the most powerful tools for building a legacy is through Donor Advised Funds.