Our Story

More Than 150 Years of Combined Experience

We’ve been serving the needs of hard-working families and business owners for decades and will bring a meaningful focus to your total wealth picture.

Planning That Leads to a More Confident You

Flick Financial’s planning process is comprehensive and helps inspire confidence, so you feel well prepared for the financial future you envision. You’ll get the kind of proactive service and support that will make a real difference in your life.

Our Services

Our Process

Retirement Planning

Our History

Investment Management

Our Process

Portfolio Risk and Fee Analysis

Our History

Individual Risk Tolerance Assessment

Our Process

Insurance Planning

Our History

Individual Risk Tolerance Assessment

Let’s Take the First Step Together

It starts with your complimentary in-person or phone consultation with an experienced financial advisor.