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
Insurance Planning
Let’s Take the First Step Together
It starts with your complimentary in-person or phone consultation with an experienced financial advisor.
