Nichols Financial Strategies is a full-service firm dedicated to helping you confidently pursue your goals and aspirations. Whether you are planning for retirement, establishing a legacy for your children and grandchildren, or preparing a succession plan for your business, we are well equipped to develop a customized strategy aligned with your unique needs.
Managing and Nurturing
a Lifetime of Wealth
Nichols Financial Strategies serves the financial and investment planning needs of individuals, families, professionals and businesses in Fresno and surrounding Central Valley communities. Our experience delivering informed, insightful guidance has helped us earn the trust and respect of an impressive number of businesses in the agriculture industry. With more than a decade working with this select group, we understand the challenges you face and the complexities of your financial needs. Learn more
Wealth CARE Solution™
At Nichols Financial Strategies, we help you make clear, confident decisions at every stage of your financial life. Our Wealth CARE Solution™, is designed to sow and nurture the seeds of growth as we seek to protect and grow your wealth through well-conceived financial strategies. This helps to enable you to prudently harvest a lifetime of assets to support your income needs throughout your years in retirement. Learn more
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Understanding the value of a home warranty.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Six overlooked tax deductions to help manage your tax bill.
An inside look at how marginal income tax brackets work.
It sounds simple, but paying yourself first can really pay off.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Even low inflation rates can pose a threat to investment returns.