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Our Services

Simplifying the Complexity of Your Financial Future

Our goal at Nichols Financial Strategies is for our clients to walk away feeling unquestionably comfortable, both because you’re working with a trusted team of experts and because we’ve demonstrated our purpose in helping you make the right choices. We’re not here to sell you products or push an agenda. We’re here to convey confidence in your financial future, to build the highest level of trust in our relationship, and to give you simple, straightforward advice regarding the options available to you.

Creating your plan is just the beginning. Our team communicates progress with you every step of the way. We collaborate with your other trusted professionals (attorneys, CPAs, etc.), and we offer a wide range of professional services that simplify the complexity of your financial future.


Business Planning

Whether you are contemplating an exit from your family-owned business, thinking of preparing for retirement, or you need to better define a clear succession strategy, we’re able to bring decades of experience and focus to the table to provide you with clear options, draft a full business plan, and map out ways to enhance the value of your business.

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Asset Management

Investing in today’s market environment can be overwhelming and confusing to most. There’s so much to figure out and not much time to devote to researching how or where to get started, which is why our team is here to give you no-nonsense guidance on options for investing so, together, we are able to make decisions that align with your risk tolerance.

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Wealth Planning

From monitoring cash flow to retirement distribution analysis, arranging your personal and business finances is an ever-evolving process. Our team of professionals provide you with a comprehensive view of your current situation along with a financial plan, implementation support, accountability check-ins, and access to us throughout the year when questions arise, life changes, or you simply need a sanity check.

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