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The Nichols Difference

What Sets Nichols Financial Strategies Apart

At Nichols Financial Strategies, we believe that lasting relationships are built on mutual trust. Our goal is to work with individuals, families and business owners who are motivated to seek out and implement the advice and guidance best suited to their needs.

Your well-being is always our first concern. That’s why so many of the relationships we have developed over the years with our clients have expanded to become cherished friendships. As a client of ours, you will benefit from our commitment to place your best interests first as we seek to:

  • Simplify the complex and empower you to make well-informed decisions about your financial future.
  • Keep you informed of market trends that may impact your portfolio.
  • Maintain a multi-generational family approach. We often involve your loved ones in the planning process and are honored by the opportunity to serve your children and grandchildren’s financial needs.

Personalized Approach

We recognize the importance of getting to know you, your financial needs, goals, priorities and lifestyle. This helps us to develop a comprehensive financial plan that seeks to help you pursue specific objectives and milestones in your life. Throughout our planning process you benefit from our experience, educational approach and ongoing professional training.

Wealth CARE Solution™

We take a comprehensive approach to financial planning through our Wealth CARE Solution™ planning process that addresses your needs in these and other areas:

  • Retirement planning
  • Investment planning and portfolio analysis
  • Estate planning
  • Life, disability and long-term care insurance
  • College planning
  • Estate and legacy planning
  • Trust services
  • Business succession planning

Independence Powered by LPL Financial

We are backed by the resources of LPL Financial, the nation’s largest independent broker/dealer.* This relationship provides us with industry-leading, unbiased research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you objective financial guidance and investment recommendations.

* As reported by Financial Planning magazine, June 1996–2013, based on total revenue.

Contact Us Contact us today to begin making a difference in your financial life.