Our Story
Tim Flick, CFP®
Founder, Investment Advisor, Certified Financial Planner™ Professional
Tim has had the opportunity to work for some of the world’s largest financial institutions. He elected to use his experience and knowledge to better serve his clients by founding Cornerstone Financial Advisory, LLC, a smaller client focused firm. “I wanted to feel that I was working for the client, as opposed to the corporation”, Tim said. He believes that building a financial plan or investment portfolio begins with listening to the client. He starts with finding their values, life’s station, risk tolerance, and goals to craft a solution based upon their specific situation. Being an independent financial advisor puts Tim in a position to operate on the premise that objective opinions and a wide variety of nonproprietary solutions are in the best interest of the client. Tim said, “This allows me to really work at my passion of helping people reach their goals and even consider how their values can be at the foundation of their plans.”
Tim Flick has over twenty years of experience in financial advice and management. This experience has given him the hands on knowledge of how to best position clients in good and bad economic conditions. He is a CERTIFIED FINANCIAL PLANNER™ professional. He has taken this extra step to demonstrate his commitment to furthering his knowledge by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements. He completes a minimum 30 hours of continuing education every two years, including a course on CFP Board’s ethical standards. He is also a Certified Kingdom Advisor. The Certified Kingdom Advisor designation provides a principled class of biblically wise financial professionals who have been trained in biblically wise financial advice for clients who long for peace of mind and purpose in their financial dealings.
He is a regular contributor to articles, blog posts, and a frequent public speaker on different topics related to financial planning.
Personal
Tim enjoys spending time with his wife and four children. They have two boys and two girls who, according to Tim, “all have extraordinary talent”.
Community Involvement
Tim currently serves as an Elder in their local church and, although challenging, finds it rewarding to see other’s spiritual growth. He has enjoyed, at different times of the last several years, coaching his children’s basketball, baseball, or soccer teams. Tim loves the beauty of the Caribbean and has found an opportunity to serve a community in the Dominican Republic by visiting and supporting a pastor, who is a D.R. national. This pastor and his family feed seventy kids a day from their home.
Mission:
The mission of our company is to be an engine of blessing to our clients, families, and community. Our method of accomplishing our mission is by practicing servant leadership.
Value Proposition:
We will serve and create compelling value for our clients by leading and inspiring clients to reach their goals. With their permission, we will hold clients accountable on keeping their best intentions. We, in turn, translate our client’s needs, goals, and values into a strategy, helping align their actions with their values.
Check the background of investment professionals on FINRA’s BrokerCheck.
Erin Flick
Administrative Assistant
Erin graduated from Indiana University, Bloomington with a Bachelor of Science in human development and family studies. She enjoys spending time with her family and is active with Fortville Christian Church.
You may reach Erin at our office number (317) 947-7047 or by email at erin@cornerfi.com.
LeAnne Payne
Administrative Specialist, Cambridge Source Office Assistant, Marketing
Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on some of our administrative tasks. LeAnne Payne is a skilled administrative professional with more than thirty years’ experience in administration, management, and problem solving. LeAnne has over three years’ experience in the financial industry. Since 2020, LeAnne has been assisting financial professionals with account management, reporting and planning, communication, and client management. She currently lives in Fairfield, Iowa, where she enjoys golfing, gardening, and spending time with her family and grandchildren.
Monica Rodgeres
Administrative Specialist, Cambridge Source Office Assistant, Marketing
Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on more administrative tasks. Monica Rodgers is an accomplished administrative professional with more than 10 years of experience in office administration and, management. Monica has over three years of experience in the financial services industry. Since 2020, Monica has been assisting financial professionals with account management, reporting and planning, communication, and client management. She currently lives in Fairfield, Iowa, where she enjoys being outside and spending time with her friends and family, including her two teenage children. She also enjoys traveling in her spare time.
Cornerstone Financial Advisory, LLC
3815 River Crossing Parkway, Suite 100
Indianapolis, IN 46240
P: 317-947-7047
info@cornerfi.com
