Certified Financial Planner CFP

Integrated Support for Your Finances

Tim Flick, CFP® Professional in Indianapolis

certified financial planner cfp

Your Finances Deserve A Comprehensive Plan

Financial decisions don’t happen in a vacuum, and they certainly don’t happen by chance. But when you are unsure of what decisions to make, where should you turn?

Tim Flick is a CERTIFIED FINANCIAL PLANNER® serving the greater Indianapolis area. The CFP® designation gives Tim the ability to faithfully serve every aspect of your finances, helping them all work together toward your goals and aspirations.

Why Work with A CFP®?

Education

CFP® professionals never stop learning. Tim has even gone on to earn the additional designation of Certified Kingdom Advisor®.

Exam

CFP® professionals must complete the CFP® exam in order to earn the credential, testing their ability to apply financial planning knowledge to real-world scenarios.

Experience

CFP® professionals are required to have 2 years of financial experience before receiving their designation. Tim has been in the industry for over 20.

Ethics

Every CFP® professional must adhere to the code of ethics set by the CFP® Board in order to maintain the designation.

CFP® Services Offered by Tim Flick

Tax Planning

Tax Planning

Find opportunities to save on taxes and make more of an impact through generosity.

Retirement Planning

Retirement Planning

Create a plan for your retirement savings and spending, including tax-optimized withdrawal strategies, insurance options, and estate plans.

Investment Management

Investment Management

Find the right investment strategy for you—one that can impact your future and make more of a difference in the world around you.

Generosity Strategies

Generosity Strategies

Invest in what you care about with generosity strategies that stretch your dollars further.

And More

And More

Cornerstone can also help you with insurance planning, college savings plans, estate planning, and term life insurance plans.
Tim Flick, CFP®, CKA® - Founder, Investment Advisor
Tim Flick, CFP®, CKA® - Founder, Investment Advisor

Meet Tim

Tim has over 20 years of financial experience with some of the nation’s largest firms, including Prudential Securities, JPMorgan Chase, and New England Financial. He is a Certified Financial Planner®, which is one of the most respected credentials in the industry, and a Certified Kingdom Advisor®, having been trained in biblically-responsible financial principles. Tim believes that finances offer one of the greatest opportunities for faithfulness. It’s one of the reasons he opted to leave a larger firm and start Cornerstone Financial Advisory: a personalized, client-focused firm. He believes that his clients’ deepest-held values, including their faith, can be the foundation of their financial plan.

Outside of his work at Cornerstone, Tim and his wife Erin enjoy being active with their four adult children. They are members of Fortville Christian Church in Fortville, IN, where Tim is also an elder.

CFP® Professional in Greater Indianapolis, IN

You can find Tim at Cornerstone Financial Advisory in northeast Indianapolis, just off I-465. You are also welcome to connect with Tim over a Zoom or phone call!

CFP® Professional in Greater Indianapolis, IN

You can find Tim at Cornerstone Financial Advisory in northeast Indianapolis, just off I-465. You are also welcome to connect with Tim over a Zoom or phone call!