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
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Knowing your options when a CD matures can help you make a sound investment decision.
Retirees traveling abroad need to know that their health insurance travels with them.
Simple steps may help you foil hackers and protect your privacy.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Calculating your potential Social Security benefit is a three-step process.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Are Real Estate Investment Trusts right for your portfolio?
Smart investors take the time to separate emotion from fact.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
$1 million in a diversified portfolio could help finance part of your retirement.