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
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Knowing the rules may help you decide when to start benefits.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
What does the Tax Reform and Jobs Act mean for you?
Here's a breakdown of how the federal government spends your tax money.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator shows how inflation over the years has impacted purchasing power.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you have causes that you want to support with donations? Here are three tips.
Around the country, attitudes about retirement are shifting.
When should you take your Social Security benefit?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”