The focus at Flikeid Financial is “Never Lose Money”. Protecting your retirement from the risks associated with investing is our mission. Helping our clients understand that avoiding risk and unnecessary taxes is their right. We are a family run practice helping pre-retirees and retired Minnesotans with over 50 years’ experience.

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Call Flikeid Financial for more information about our upcoming seminars at 952-888-6301

About

Family owned and operated is something we are quite proud of. It means that we have literally integrated our family with yours. The father and son duo of Flikeid Financial know how to lead pre retirees and retirees in the right direction towards a tax-free and stress-free retirement.

  • Bill Sr.

    With over 45 years of financial experience, Bill Sr. has been in the insurance industry for most of his adult life. He is a licensed CSA and carries the credentials of a LUTC. Flikeid Sr. is a renowned speaker and spends a lot of time educating retirees how to take the tax bite out of their portfolios. Bill offers more financial insight in his new book, “Life Saving Tax Solutions”, which goes into detail about wealth transfer and the use of a specific type of life insurance to create a tax-free environment for assets as they pass directly to their children without taxation.

  • Bill Jr.

    Bill Jr. has been an integral part of Flikeid Financial since 2006. He has become a CSA and takes pride in making relatively complicated matters easy to understand by utilizing up-to-date strategies for existing economic conditions. Ultimately, empowering clients to make informed decisions is his goal. Safety is king, and Bill Jr. has never had a client lose one penny from a market decline.

  • Our Mission

    Our goal is to prepare our clients for the proper transfer of assets. Income taxes and other taxes have officially gone up, and the largest wealth transfer in history will take place over the next 15 years. The result will be all tax-deferred assets passing will be caught in the tax transferring process. We are educating our clients and the public on how to create a tax-free haven for their assets. The solution is a modern day version of life insurance, which does not require one to die to receive the benefits. This final stage of planning requires a special knowledge, and we are experts in this area. The planning is about repositioning ones assets and not about buying a product.

Services

At Flikeid Financial, we specialize in the following services:

  • Life Insurance

    At Flikeid Financial, we see life insurance as more than a life insurance policy. Life insurance is a crucial part of financial planning, and the final stage of planning takes place when it is time for for the distribution of assets. Single premium life insurance is the solution and benefit. Unlike the insurance bought 40 or 50 years ago, it can be used while you’re still alive. We work hard to create a tax-free environment for the transfer of your assets. Life insurance can accomplish wealth transfer, and we offer very special products to accomplish this.

  • Long-Term Care

    We also offer long-term care planning and insurance. People have a better chance of needing long-term care in the future than being hospitalized, since sixty percent of people will need long-term care at least once in their life. We understand the ways of preparing and planning for the event of long-term care confinement in addition to long-term care insurance. It is not always about purchasing a LTC policy there are many options to consider when planning for LTC.

  • Annuities

    Annuities are an incredible way to protect your principal and guarantee a lifetime of income. They often offer a variety of choices so they are often viewed as complex because of all the different available features. At Flikeid Financial, we seek to take the confusion out and educate our clients.

    There are many different types of annuities and not all are the same. It is best to first consult a financial professional who is knowledgeable with insurance products so you can gain a clear understanding. At Flikeid Financial, we are independent agents and do not work for a bank, brokerage firm or Insurance company we work for our clients.

    A fixed annuity guarantees you will receive at least the minimum guaranteed interest credited to the contract. The guarantees are backed by the claims-paying ability of the issuing insurance company.

    Fixed Indexed Annuities can provide steady, predictable interest for a specified period of time as well as:

    • Tax-deferred growth
    • Protection of a portion of your retirement savings
    • Provide income for the rest of your life
    • Helps you transfer wealth to beneficiaries

    Purchasing an annuity contract can be an amazing way to protect your hard earned savings and help you guarantee that you do not run out of money during your retirement years.

  • Final Expense Planning

    Final expense planning is important for your loved ones and is a service we provide to our existing clients.

    The base for investing begins with appropriate financial planning, which includes establishing goals, setting a budget, collecting financial records and learning your net worth.

    The financial planning process starts with gathering information. For your financial planner to do their job, they must know your current financial structure, goals and risk tolerance. The more knowledge that can be obtained, the better the financial planner can do their job. It is suggested you complete the client questionnaire then fax or mail it to our office. Your information will be kept confidential and never be given or sold to any other company or individual. The next step involves helping the client answer the following:

    • What is the approximate time frame I am willing to keep my funds invested to achieve my investment objectives?
    • What current income do I need to obtain from my investments?
    • What future cash needs am I likely to have?
    • Are there any tax or legal issues that I need to consider for the portfolio's holdings?
    • Am I a conservative investor or an aggressive one?
    • How much volatility am I willing to accept in my portfolio to try to earn a higher return?

    After the client has answered these questions and understands their investment needs and goals, we can implement a plan to suit your family.

    Flikeid Financial Inc. looks forward to meeting with you and answering any questions you may have in determining the best strategy to help you meet your financial goals. Remember, the only person that can take control of your financial future is you.

Contact

P: (952) 888-6301
E: william@flikeidfinancial.com
E: billy@flikeidfinancial.com


Flikeid Financial
9801 DuPont Ave South #350
Bloomington, MN 55431

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