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
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
When to start? Should I continue to work? How can I maximize my benefit?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
An increasing number have been developed to help individuals with their personal finances.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The decision whether to buy or rent a home may have long-term implications.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Making the most of surprises is a great reason to work with us.
Investors seeking world investments can choose between global and international funds. What's the difference?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here are five facts about Social Security that might surprise you.