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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.

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Business Planning Business Planning

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
 
Wealth 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
 
Asset Management

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
 

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Tax Rules When Selling Your Home

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Creative Ways to Motivate Your Employees

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Enter various payment options and determine how long it may take to pay off a credit card.

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This calculator demonstrates the power of compound interest.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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There are some smart strategies that may help you pursue your investment objectives

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There are some key concepts to understand when investing for retirement

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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There are three things to consider before dipping into retirement savings to pay for college.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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