Trusted advice since 1957.
Flick Financial is a modern wealth and investment management firm with a storied history. We still answer the phone when you call, so maybe we're a little old-fashioned, but our cutting-edge technology makes things simple for you. We listen and we care. That's what matters.
THOUGHTFUL CLIENTS
Our clients value faith, family and their legacy. They want to have a positive impact and protect what's important while enjoying life to the fullest.
DEFINED PROCESS
Our process creates confidence and more predictable results. Clear communication and consistency are hallmarks of our success.
DEDICATED TEAM
We provide meaningful guidance through all seasons of life. Clients benefit from our attention to detail as they prepare for life's joys and face unexpected challenges.
MARKET UPDATE
Coronavirus Update from CIO Brad McMillan, July 2, 2020
OUR SERVICES
Feel more confident about the standard of living you want in the future.
Outsource day-to-day decisions around portfolio construction, security selection, monitoring, trading and tax management.
Get an estimate of how much your account value could change in the next six months and see what your expenses are.
Ensure your investments are in line with your desired risk level.
Understand the type, amount and cost of your coverage to make sure your premiums are fair and you’re getting the protection you want.
Get a discount by combining Silver, Gold or Platinum wealth management consulting with investment management.