Patricia Thompson's Contact Details

Patricia Thompson's Company Details

Advanced Legacy Concepts

N/A, , US • 20 - 49 Employees
Financial Services

The mission of Advanced Legacy Concepts is to create better financial futures and legacies through a higher quality of financial education. It is our passion to creatively guide our clients to a better understanding of money and financial planning. We believe that a strong foundational understanding of how money works leads to much more sound financial decisions. Utilizing comprehensive financial illustration tools and creative learning platforms, we will take complex financial strategies and make them simple enough for even a financial novice to understand. While always putting people before profits, we will recommend strategies that will not only benefit clients today, but also families for generations to come.Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Advanced Legacy Concepts, LLC are independent of each other. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.