Financial Life Planners

Creating Wealth, Achieving Dreams

A pioneer in personalized investing, Cynthia Fick is a Registered Investment Advisor and founder of Financial Life Planners. Using her proprietary Financial Life Planning Process, Cynthia provides each client with a dynamic financial strategy and the tools to help them forward their goals for a life best lived. As the global financial environment has evolved, so has Cynthia's mission, from a traditional financial advisor to a financial life strategist. Through various media channels — articles, newsletters, seminars, television appearances and radio interviews — Cynthia helps individuals remember that their financial dreams can come true, not by magic, but by this powerful and effective process. She's making it happen in her clients' lives every day.

 

Click here for a sneak peek at Cynthia's "Think Rich, Be Rich...Why Not?" seminar series!

Click here to watch Cynthia discuss today's new rules for modern day investing.

See our "Calendar of Events" for upcoming events and seminars featuring Cynthia Fick.

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To inquire about speaking engagements, television appearances, radio programs, or interviews, please contact our office by email or telephone.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Lease Payment

How much would your monthly lease payment be?

Car Affordability

How much can you afford to pay for a car?

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HOT TOPIC: Looking for a Recovery in Odd Places

Are signs of an economic recovery showing up in hemlines and lipstick sales?

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

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