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.
SilverGreat for those who want to organize their financial goals and take care of key planning. Typical net worth up to $500,000. |
GoldIdeal for those who are preparing for retirement or thinking about estate planning. Typical net worth $500,000 to $1 million. |
PlatinumBest choice for those who want to maximize their potential tax savings with advanced strategies. Typical net worth over $1 million. |
|
|---|---|---|---|
| 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 |
SilverGreat for those who want to organize their financial goals and take care of key planning. Typical net worth up to $500,000. |
|
|---|---|
| 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 |
GoldIdeal for those who are preparing for retirement or thinking about estate planning. Typical net worth $500,000 to $1 million. |
|
|---|---|
| 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 |
PlatinumBest choice for those who want to maximize their potential tax savings with advanced strategies. Typical net worth over $1 million. |
|
|---|---|
| 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 | |