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Financial Advocacy empowering you to live the life of your dreams


Starting with a clear view of what financial freedom looks like to you, we map out how to reach those goals as fast as possible. Because helping people realize their dreams is what drives us, we’ve built Hicok Financial Solutions around 20+ years experience of learning what is in your best interest – not your advisor’s or some marble-floored institution’s, yours.

Whether you want to paint, surf, retreat to a lake house to write the great American novel, start a nonprofit, teach your genius, go to the rainforest to drink ayahuasca, or jet-set around the world, we make your money work smarter ~ to make your dreams come true.

Here’s how we do it:

We put your interests first

We believe it’s the right thing to do. With lower fees for high-quality unbiased advice, a user-friendly app to easily track your progress, and no commission-based products, Hicok Financial Solutions is built to give you the advantages you get when your win is our priority. In the big leagues, you need a competitive game, not assembly-line products from the ivory towers of Wall Street. Want to know what it is going to cost? We think you should be able to find it easily so we put it here.

Pricing

We manage your entire financial roadmap

With experience in the traditional areas of retirement, investments, and insurance, plus property and business ownership, we give you the 10,000 ft view of all your assets and liabilities. Whether you need general direction or a turnaround in the face of a setback, after over 20 years in the business, we know the levers, we know the pitfalls, the game-changers and the airlifts out. Powerful custom solutions from a trusted personal coach is what we do.

Specialties

 

We serve the whole you

Like an athlete training for a big race, your fitness is about more than mechanics. We look at your entire financial picture and the events and beliefs that drive you. We’re especially interested in helping you achieve the dreams you’re not sure you can reach, breaking through the barriers holding you back from realizing the life of your dreams.

Are We A Fit?

Our clients are really good at what they do. They’re out there changing the world – making movies, making wine, teaching, creating art, saving lives in the ER. We know about the trials of working hard and needing your money to work smart for you, because our founder was first a successful business owner, pimpin’ custom rides in SoCal.  He has spent the last 20+ years devoted to learning what fuel, tweaks, and techniques you need to realize your financial win. It’s what drives our

Core Values:

 

We believe

You deserve to be heard

with personalized attention to your concerns and fears, your hopes and dreams.

You deserve to know

how your investments are performing and how much you are paying for that performance.

Your time is valuable

and you shouldn’t spend one extra minute doing something that doesn’t inspire you to the life you’ve dreamed of.

We live for those moments when our clients share their joy in their security and independence – living securely in their dream homes, pursuing their passions, and checking off their bucket lists.

If you would like to find out more about our founder before you pick up the phone, we are happy to introduce you.

 

If you’re ready to learn more about upgrading your mindset and raising your expectations of how much freedom your money can give you, schedule a complimentary Roadmap to Financial Freedom call

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Access Your Account

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Charles Schwab®
HERE YOU WILL FIND:
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