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Family Legacy Concepts

Family Legacy Concepts

Financial Advisor


Constructing a roadmap for your future is important to guide your decisions – we can create a comprehensive plan that looks at several future goals and dreams, or review a one-time financial change.  Your goals determine the planning and the extent of our services.  These might include how to optimize income streams in retirement, education funding for children and grandchildren, securing a dream home, or building the legacy you share in life and leave for posterity.

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 examine current insurance coverage to assess it for gaps, and recommend insurance changes in coverage, when appropriate to your best interest.

As an independent financial services firm, we provide a broad range of solutions, including advanced asset allocation options of alternative investments which diversify beyond stocks and bonds with the goal of providing long-lasting income with potentially damped volatility of the principal.

For more information about Family Legacy Concepts and our services, please call.  We will enjoy learning more about your goals and dreams.

Here are links for additional information regarding our vision, philosophy and credentials: 

  Our Vision and Philosophy

  Certifications, Registrations, and Licenses