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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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My Retirement Savings

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Historical Inflation

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

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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

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

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Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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Do you know these three personal finance sayings?

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