Broker Check
 
All Seasons of Wealth Seeds of Advice What To Expect: A COVID-19 Economic Update

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  matt@nfstrategies.com orangelica.uribe@lpl.com; 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
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
 

Helpful Content

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

 

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

View all articles arrow

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

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

Protecting Those Who Matter Most

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

View all presentations arrow

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

View all videos arrow