Broker Check
Franklin Roosevelt The Facts About Income Tax Warren Buffett Are Alternative Investments Right for You? Should You Ever Retire? Extended Care: A Patchwork of Possibilities The Power of Tax-Deferred Growth A Bucket Plan to Go with Your Bucket List Rightsizing for Retirement Social Security: By the Numbers

Helping Families Optimize Their Wealth and Impact

Constructing a road map for your future is important to guide your decisions – and Family Legacy Concepts (FLC) is here to help. We can create a comprehensive plan that looks at your specific financial needs or review a one-time financial change. An integral part of our planning process is an in-depth analysis of your assets and liabilities, with a focus on being tax-smart. We can also examine current insurance coverage to assess it for gaps and recommend changes to help set you up for long term success. Your goals determine the planning and the extent of our services; FLC has the knowledge and experience to help. 

As an independent financial services firm, we provide a range of solutions for individuals, often working in tandem with other financial professionals. At FLC, we help our clients strive for their long term goals through financial education. We offer a broad spectrum of services, including but not limited to:

  • Advanced asset allocation options of alternative investments to help diversify beyond stocks and bonds
  • Optimization of your income streams in retirement
  • Strategizing the funding of education for children and grandchildren
  • Building the legacy you share in life and leave for posterity 

Whether this is an on-going process or a one-time consultation, FLC operates with your best interests in mind. For more information about Family Legacy Concepts and our services, please call or reach out via the Contact Page.  We enjoy learning about your goals and dreams.

FAMILY

FAMILY

Important financial goals often include raising children or supporting parents or family members. First you have to take care of yourself.

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LEGACY

LEGACY

Your presence and reputation are defined by your actions, and by the people and groups you influence

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CONCEPTS

CONCEPTS

Strategies that help you efficiently and effectively align the steps in your financial journey with your goals.

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CERTIFIED FINANCIAL

PLANNER

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Certified Kingdom
Advisor

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