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Returning Client

A Family Legacy Concepts professional will take the lead in completing your new account paperwork.

To embark together on Your Financial Journey, you can first determine financial areas that require attention by embarking on our fact-finding process, starting with the web page Determine Your Financial Needs and Goals.

To establish a new investment account with Family Legacy Concepts, you need to receive and complete a form-fillable PDF. Your first step is to use the Contact FLC page to request this form.

Once FLC has responded to your request, you can proceed in a secure-email environment or meet in person with your new account professional.

For information about a powerful tool for building a philanthropic legacy, click Donor Advised Funds.