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

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

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

Catch-Up Contributions

Catch-Up Contributions

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

How Long Will Your Money Last?

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

 

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

View all articles arrow

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

College Savings

See how much you may need to save now to cover future college costs for your child.

View all calculators arrow

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

View all videos arrow