Wealth Management

Wealth management is ongoing planning that addresses all areas of your finances, including retirement, investments, insurance and employee benefits. Flick Financial offers three levels of wealth management consulting to choose from with the freedom to change it whenever you like.

Silver

Great for those who want to organize their financial goals and take care of key planning. Typical net worth up to $500,000.
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Gold

Ideal for those who are preparing for retirement or thinking about estate planning. Typical net worth $500,000 to $1 million.
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Platinum

Best choice for those who want to maximize their potential tax savings with advanced strategies. Typical net worth over $1 million.
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Discount on investment advisory fee 25% 35% 50%
Frequency of financial review Annual Annual Semi-Annual
Meeting location Office Office/Home Office/Home
Dedicated advisor and direct access to team specialists
Advice tailored to your personal needs, goals and beliefs
Individual risk tolerance assessment
Analysis of current portfolio risk level and fee structure
Investment recommendations for outside accounts
Retirement planning
Insurance planning
Education planning
Medicare review
Employee benefits review
Online account aggregation, mobile app, secure messaging
Online access to personal financial plan
Notary services
Monthly market update via e-mail
Investment tax planning Gold
Cash flow and debt analysis Gold
Integrated planning with CPA, attorney Gold
Estate planning Gold
Long-term care planning Gold
Business planning Platinum Platinum
Charitable planning Platinum Platinum

Silver

Great for those who want to organize their financial goals and take care of key planning. Typical net worth up to $500,000.
Request Pricing

Discount on investment advisory fee 25%
Frequency of financial review Annual
Meeting location Office
Dedicated advisor and direct access to team specialists
Advice tailored to your personal needs, goals and beliefs
Individual risk tolerance assessment
Analysis of current portfolio risk level and fee structure
Investment recommendations for outside accounts
Retirement planning
Insurance planning
Education planning
Medicare review
Employee benefits review
Online account aggregation, mobile app, secure messaging
Online access to personal financial plan
Notary services
Monthly market update via e-mail
Investment tax planning Gold
Cash flow and debt analysis Gold
Integrated planning with CPA, attorney Gold
Estate planning Gold
Long-term care planning Gold
Business planning  Platinum
Charitable planning  Platinum

Gold

Ideal for those who are preparing for retirement or thinking about estate planning. Typical net worth $500,000 to $1 million.
Request Pricing

Discount on investment advisory fee 35%
Frequency of financial review Annual
Meeting location Office/Home
Dedicated advisor and direct access to team specialists
Advice tailored to your personal needs, goals and beliefs
Individual risk tolerance assessment
Analysis of current portfolio risk level and fee structure
Investment recommendations for outside accounts
Retirement planning
Insurance planning
Education planning
Medicare review
Employee benefits review
Online account aggregation, mobile app, secure messaging
Online access to personal financial plan
Notary services
Monthly market update via e-mail
Investment tax planning
Cash flow and debt analysis
Integrated planning with CPA, attorney
Estate planning
Long-term care planning
Business planning Platinum
Charitable planning Platinum

Platinum

Best choice for those who want to maximize their potential tax savings with advanced strategies. Typical net worth over $1 million.
Request Pricing

Discount on investment advisory fee 50%
Frequency of financial review Semi-Annual
Meeting location Office/Home
Dedicated advisor and direct access to team specialists
Advice tailored to your personal needs, goals and beliefs
Individual risk tolerance assessment
Analysis of current portfolio risk level and fee structure
Investment recommendations for outside accounts
Retirement planning
Insurance planning
Education planning
Medicare review
Employee benefits review
Online account aggregation, mobile app, secure messaging
Online access to personal financial plan
Notary services
Monthly market update via e-mail
Investment tax planning
Cash flow and debt analysis
Integrated planning with CPA, attorney
Estate planning
Long-term care planning
Business planning
Charitable planning