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.

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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

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Retirement Planning

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Investment Management

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Portfolio Risk and Fee Analysis

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Individual Risk Tolerance Assessment

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Insurance Planning

 

See Our Services