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Providing Advice and Counsel for Successful Retirees and Their Families
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Comprehensive wealth management providing clients with custom solutions for making smart financial decisions |
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Striving for success from a process, not a product, through coordinating professionals for comprehensive results |
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Serving as CFO for financially established individuals and families |
FLC Capital Advisors has been serving clients since 1996. Our wealth management staff is dedicated to working with successful
retirees, helping them enjoy the lifestyle they want to live. FLC Capital’s client base is selective. This allows clients to receive
custom solutions, so they can make smart financial decisions.
We follow a systematic process to solve your most pressing financial challenges. This may take some time, but we are resourceful,
creative and committed to finding the right solution for you. Wealth management goes far beyond smart asset management. Once you
have a solid foundation in place, you can make real progress on all the other important issues at hand. Successful planning requires
advanced planning capabilities as it relates to: wealth enhancement, wealth conservation, asset protection and charitable giving.
Our wealth management plan is driven by a collaborative effort of our advisory network, a hand-selected team of leading
experts. We strategize with our team to help us identify where the biggest opportunities are with the goal of delivering maximum
benefit. We address these most pressing needs first and then systematically address all aspects of financial life over the course
of our working relationships.
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Areas of Focus
| | | Financial Planning |
| | | Investments |
| | | Insurance |
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Briggs is a CERTIFIED FINANCIAL PLANNER™ and a registered representative through Securities America and in 1996 he co-founded FLC Capital Advisors. Assets under management and supervision with both firms are
in excess to $197 million as of Dec. 31, 2010. In 2009, and for the past several years, Briggs was named to the prestigious Securities America Master’s Forum, ranking him in the top 10 percent of nearly 2,000 financial
professionals. FLC Capital Advisors is a Registered Investment Advisory Firm licensed with the State of California. Securities offered through Securities America, Inc: Registered Broker/Dealer: Member FINRA * SIPC
*Max Briggs * Registered Principle * CA Insurance License # OB85518 * Danny Neil * Registered Representative * CA Insurance License # 0D54831 * FLC Capital Advisors and Securities America are not affiliated.
CERTIFIED FINANCIAL PLANNER™, Securities Registrations, Insurance Licensed, Briggs: Series 24, 7, 63, 65 and 31. Neil: Series 7, 63, 66 and 31.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Palm Springs area (includes the following California zip codes: 92201, 92210, 92211, 92234, 92236, 92253, 92260, 92262, 92264 and 92270) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 3,200 wealth managers in the area. 500 award candidates in the Palm Springs area were considered for the award, of which 51 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Palm Springs Life.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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