Wealth and Investment Management

Tailored strategies tested and improved over multiple generations

Wealth management is ongoing planning that addresses retirement, investments, insurance, employee benefits, your estate, long-term care, charitable giving, and/or duties as a trustee. Investment management involves decisions that impact the risks, returns, and taxation of your investments. These fee-based services can be subscribed to separately or combined to receive a discount.

Wealth Management

Seek to grow and protect your wealth with tailored strategies that focus on what's important to you, your family, and business.

Flick Financial offers three levels of wealth management consulting to choose from with the freedom to change it whenever you like.

 

Silver

Great for those who want to organize their financial goals and take care of key planning. Typical net worth up to $1 million.

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Gold

Ideal for those who are preparing for retirement or thinking about estate planning. Typical net worth $1 million to $3 million.

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Platinum

Best choice for those who want to maximize their potential tax savings with advanced strategies. Typical net worth over $3 million.

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Discount on investment advisory fee

25%

30%

50%

Frequency of financial review

Annual

Annual

Semi-Annual

Meeting location

Office

Office/Home

Office/Home

Dedicated advisor and direct access to team specialists

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Advice tailored to your personal needs, goals and beliefs

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Individual risk tolerance assessment

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Analysis of current portfolio risk level and fee structure

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Investment recommendations for outside accounts

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Retirement planning

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Insurance planning

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Education planning

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Medicare review

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Employee benefits review

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Online account aggregation, mobile app, secure messaging

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Online access to personal financial plan

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Notary services

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Monthly market update via e-mail

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Cash flow and debt analysis

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Investment tax planning

Gold

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Integrated planning with CPA, attorney

Gold

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Estate planning

Gold

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Long-term care planning

Gold

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Business planning

Platinum

Platinum

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Charitable planning

Platinum

Platinum

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Investment Management

We’ll help you create a plan consistent with your goals, time horizon, and risk tolerance.

Flick Financial offers access to passive and active fee-based investment management solutions for clients looking to outsource the day-to-day decisions related to portfolio construction, security selection, monitoring, trading, and tax management.

Portfolio Construction
From deciding what percentage to allocate to broad asset classes like stocks, bonds, real assets, and cash to determining which specific areas of the market you should be invested in and what type of security should be used for that exposure, we’ve got you covered.

Security Selection
We select each security based on a rigorous screening process and replace it when market conditions change or research uncovers a better option. Now you can read reviews for restaurants or resorts and leave the investment research to us.

Monitoring
Paying attention to daily trading volume, corporate earnings reports, interest rate spreads, and leading economic indicators is important, and we have the resources to do it. We’ll use our time and technology to monitor events that could affect your progress so you can focus on other things.

Discretionary Trading
Has your portfolio been updated while you were cutting the grass, taking a nap, or traveling for vacation? Now it can be. When it’s time to make a change in your account, we’ll make it for you, and we’ll take care of all the technical details from order entry through trade execution and settlement. No phone calls, no paperwork, no problem.

Tax Management
Inefficient tax management can diminish investment returns in taxable accounts. We use tax-free and tax-efficient investments combined with asset location strategies* in an effort to minimize your tax liability and make your money go further.

*Asset location strategies are typically for clients with more than $1 million in investments.