Don’t you wish you could feel unquestionably confident about your finances? You don’t have to look far to find financial advice or so-called proven formulas that promise to bring you financial success. And while there’s plenty of general advice you would be wise to take, your finances don’t exist in a bubble. They are an extension of you, your values, your dreams, and your life circumstances; as such, they deserve a personal touch.
That’s where we come in. At Nichols Financial Strategies, we provide personalized service and protective guidance for every phase of your life so you can approach your challenges and opportunities with unquestionable confidence.
What We Do
Nichols Financial Strategies is a full-service financial firm with nearly 40 years of combined financial industry experience, dedicated to helping you confidently pursue your goals and aspirations. Our business planning, wealth planning, and asset management services simplify the complexity of your financial life so you can make clear, confident decisions about your future. We strive to grow, nurture, and preserve your wealth so you can live out your values and transfer your wealth to the next generation.
Who We Serve
While we serve the financial and investment planning needs of individuals, families, professionals, and businesses in Fresno and the surrounding Central Valley communities, we specialize in serving those in the agriculture industry. We have spent more than a decade working with this select group, helping them design a customized strategy aligned with their unique needs.
Regardless of any differences in age or vocation, our clients have one thing in common: they want to delegate their financial matters to someone who understands them. This is what makes Nichols Financial Strategies incredibly distinct as a wealth management firm. We understand you because we are you. We’re a team that understands local business, cherishes the same core values our clients hold dear, and most of all, understands the challenges and opportunities of those we serve every day.
How We Work
Everything we do revolves around you. From the moment we meet, our team at Nichols Financial Strategies works closely with you to discover your biggest challenges, gain a full view of your financial future, make recommendations that align with your vision, and help implement a course of action that will take you there. Our detail-oriented diligence allows us to customize a plan specific to your needs and even uncover things you might have missed that may impact your life.
We make this a reality through our four-step Wealth CARE Solution™ planning process, discovering what matters most to you, what you want your life to look like, and what financial needs you have. We then present you with a detailed, customized plan outlining the strategies we recommend, which may incorporate retirement planning, risk management, estate planning, small business planning, and charitable giving. With this foundation in place, we implement your plan and continually monitor your progress to make sure you stay on track regardless of life changes and market conditions. And if your plan requires even more specialized assistance, we collaborate with our experienced network of committed financial professionals (CPAs, attorneys, and other strategic partners) to address the specifics of building your estate plan and legacy.
The Nichols Financial Strategies Difference
We do things differently around here. We consider ourselves to be your steward, providing simple, straightforward advice with a dedicated, diligent, and down-to-earth work ethic. We put our clients first in every situation and are loyally committed to serving their needs.
If you are ready to feel unquestionably confident about your finances, we’d love to show you how we can help. Schedule a complimentary 60-minute consultation or reach out to us at 559-440-6999 or by email at email@example.com to get started!
T. Matthew Nichols is founder, CEO, and wealth advisor at Nichols Financial Strategies with more than 20 years of experience in the financial industry. He spends his days serving business owners and families, specializing in helping those in the agriculture industry proactively prepare for the unique challenges they face in a rapidly changing economy. Matt holds his FINRA Series 7 and 63 securities registrations with LPL Financial and his California State Life & Health Insurance license. He’s also pursuing his ChFC designation and is dedicated to continuing his education and staying abreast of the latest financial trends and strategies. Matt’s mission is to help his clients transfer wealth from one generation to the next and work towards achieving their goals so they can spend more time on what they love most. Matt was born and raised in the California Central Valley and resides in Fresno with his wife, Christy, and their two daughters, Holly and Jillian. He enjoys golf, traveling, skiing, and spending quality time with his family. To learn more about Matt, connect with him on LinkedIn.