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 firstname.lastname@example.org email@example.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
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
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
Calculating your potential Social Security benefit is a three-step process.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Second marriages are a trigger event to revisit any existing estate strategies.
Protect yourself against the damage that your homeowners policy doesn’t cover.
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Here's one strategy that combines two different annuities to generate income and rebuild principal.
A change in your mindset during retirement may drive changes to your portfolio.
A few strategies that may help you prepare for the cost of higher education.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
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.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you have causes that you want to support with donations?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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There are hundreds of ETFs available. Should you invest in them?