Announcement: March 24, 2020
We know that these can be frightening times, but we want to assure you that the one thing you don’t need to worry about is us supporting you through them. No one knows what the next days, weeks, or even months might bring, but we remain committed to offering you insights and financial guidance.
While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.
We’ll continue to be in touch, providing updates and support during this time. As always, please feel free to contact us via email at email@example.com firstname.lastname@example.org; or call (559)320-0285 any time if you have questions or concerns. We are always here for you.
Managing and Nurturing a Lifetime of Wealth
Financial Advisors in Fresno, CA
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
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Medicare’s popular program, offering free gym membership and health education.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Tips to avoid checking in luggage on your next vacation.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Good employee health can be great for the company’s bottom line.
Explore the growing influence women wield over the economy with this handy infographic.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There’s an alarming difference between perception and reality for current and future retirees.
For women, retirement strategy is a long race. It’s helpful to know the route.
Learn how to harness the power of compound interest for your investments.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
If you died, what would happen to your email archives, social profiles and online accounts?