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.
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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 ManagementHelpful Content

Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.

Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.

How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when begin preparing for education expenses.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Surprises
Making the most of surprises is a great reason to work with us.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.