What We Do
Valuable Experience For
A Rewarding Future
Our focus is on helping you enjoy a comfortable and rewarding retirement by ensuring your assets provide consistent, tax-efficient, and sustainable income. With intimate knowledge of this critical stage, we excel in cash flow management and planning, offering unparalleled value and peace of mind. We are dedicated to making your retirement years truly rewarding by working to maximize your financial stability and enjoyment.
Comprehensive Financial Planning
By taking a holistic approach, we integrate all aspects of your financial well-being into a cohesive plan to develop a comprehensive strategy that maximizes your potential, mitigates risks, and uncovers opportunities.
"Live" Advising
Our unique “Live” Advising empowers individuals to enjoy their hard-earned wealth confidently and comfortably by creating personalized financial plans that balance current enjoyment with future security, integrating time, money, and health for comprehensive wealth transfer and asset protection.
Cash Flow Planning
Cash flow planning is essential for effective overall financial management, providing valuable insights into your financial health and empowering you to make informed decisions tailored to your unique circumstances.
Legacy Planning
We assist in comprehensive legacy planning, preserving your values and intentions, working towards ensuring your loved ones' well-being, and structuring your wealth preservation for heirs and charitable causes, providing peace of mind and a lasting impact for future generations.
About Us
Dedicated To
Your Success
Our commitment to excellence drives us to provide intelligent, integrity-driven, and individualized investment management and advice to affluent investors, always prioritizing our clients. As an independent financial planning firm, we offer unbiased, client-focused advice, free from any corporate influence, ensuring your financial well-being is our top priority. With years of experience and extensive knowledge, our team delivers comprehensive, tailored solutions and exceptional customer service to meet your specific financial needs and goals, building lasting relationships based on trust and expertise.
Focused On You
Unmatched Independence
& Commitment
At FLC Capital Advisors, our independence allows us to provide the commitment our clients deserve, with tailored asset management strategies unlike the typical "one size fits all" approach. We aim for consistent, reasonable returns over time, guided by a personalized investment policy statement that considers your lifestyle, goals, risk tolerance, time horizon, and successors. As fiduciaries, we are legally and ethically bound to act in your best interest, offering transparent, unbiased advice. Our independence ensures we prioritize your financial well-being, fostering trust and long-term success.
Discovery Meeting
Our journey begins with a Discovery Meeting to understand your financial situation, goals, and aspirations, gathering essential information to guide our planning process.
Diagnosis & Recommendations
We take information from the Discovery Meeting to craft a detailed investment plan and draft financial plan tailored to your unique needs. This plan serves as a roadmap for your financial future, outlining specific strategies and actions to help you achieve your goals.
Investment Plan & Financial Plan Meeting
We present your customized investment plan & draft financial plan making sure that it aligns with your expectations and objectives. This meeting is an opportunity for us to address any questions or concerns you may have and to solidify our partnership moving forward.
Mutual Commitment Meeting
If you agree to move forward we start the onboarding process. We sign paperwork to open accounts and bring over assets in-like kind to avoid a taxable event.