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
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Is your estate in order? This short quiz may help you assess your overall strategy.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
In the face of divorce, making changes to insurance coverage may be overlooked.
An inside look at how marginal income tax brackets work.
The uncertainties we face in retirement can erode our sense of confidence.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Are Real Estate Investment Trusts right for your portfolio?
Agent Jane Bond is on the case, cracking the code on bonds.
Even low inflation rates can pose a threat to investment returns.
With alternative investments, it’s critical to sort through the complexity.
How will you weather the ups and downs of the business cycle?