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

Retirement Planning

Investment Management

Portfolio Risk and Fee Analysis

Individual Risk Tolerance Assessment
