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
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Retirees traveling abroad need to know that their health insurance travels with them.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Good employee health can be great for the company’s bottom line.
Don't let procrastination keep you from pursuing your financial dreams and goals.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
When considering life insurance, it's important to understand your options.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
You’ve made investments your whole life. Work with us to help make the most of them.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What is your plan for health care during retirement?
Do you have causes that you want to support with donations? Here are three tips.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.