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.
