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. 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.Contact Us
Learn more about how we specialize in helping ag-focused businesses with a full spectrum of business planning services, from risk management to exit planning.Business Planning
Experience how our full-circle perspective of combining your life and your wealth into one plan puts you on a path to confidence and clarity.Wealth Planning
Discover how we leverage decades of expertise to personalize and customize an investment strategy that helps you grow, nurture, and protect your wealth.Asset Management
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Rightsizing for Retirement
What does your home really cost?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What if instead of buying that vacation home, you invested the money?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Around the country, attitudes about retirement are shifting.
Smart investors take the time to separate emotion from fact.