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.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
There are things about Social Security that might surprise you.
The item most homeowners forget on their home improvement project checklist is insurance.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
In the face of divorce, making changes to insurance coverage may be overlooked.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
There are four very good reasons to start investing. Do you know what they are?
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A special needs trust helps care for a special needs child when you’re gone.
Making the most of surprises is a great reason to work with us.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Agent Jane Bond is on the case, cracking the code on bonds.
It's easy to let investments accumulate like old receipts in a junk drawer.