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
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
It's important to make sure your retirement strategy anticipates health-care expenses.
When considering life insurance, it's important to understand your options.
Healthy habits are one of the greatest gifts to give your child.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Even if you’re young and single, you should still consider protecting yourself.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are hundreds of ETFs available. Should you invest in them?
Here are five facts about Social Security that might surprise you.