James J. Flick is an attorney, chartered life underwriter, chartered financial consultant and former certified public accountant, with a law practice concentrating in the areas of estate planning and asset protection planning, compensation planning, and tax and business planning for physicians, business owners, professionals and high net worth individuals.
Mr. Flick is certified as a specialist in Wills, Trusts, and Estates law by the Florida Bar's Board of Legal Specialization and Education. Currently, there are only approximately 375 Florida attorneys with this certification. Each certified attorney has successfully completely peer review, satisfied increased continuing legal education requirements, and has passed a rigorous written examination demonstrating special knowledge, skills and proficiency in the field of wills, trusts and estates law.
Prior to opening his law practice in 1993, Mr. Flick worked as a certified public accountant for twelve years. For eight of those years he worked as a tax specialist with "Big Six" international accounting firms. The remaining four years, he operated his own accounting firm specializing in tax and business planning for privately owned businesses.
Mr. Flick uses his unique educational and professional background to provide his clients with complete planning that considers the overall financial and tax impact of issues, in addition to focusing on the legal aspect of those issues and their resolution. Also, his training in accounting, insurance, and financial planning enables him to more effectively communicate with clients and their professional advisors.
J.D. - Florida State University College of Law, June 1981. B.S. - Accounting: Sacred Heart University, June 1978.
Florida Bar - June, 1983. Certified Public Accountant: Florida - October, 1984 through July, 1999. Chartered Life Underwriter - October, 1986. Chartered Financial Consultant - October, 1986. Advanced Wealth Strategist Planner - May, 2001.
Strategic Wealth Accumulation Team 3700 South Conway Road, Suite 100 Orlando, FL 32812 (407) 273-1045 firstname.lastname@example.org