Work With a Team Who Cares About YOU

As experienced professionals, we will work with you to help build a cohesive financial strategy that focuses on your priorities while creating confidence in your future.

Get started in 3 easy steps:

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Using the Nichols Financial plan, we’ll examine your current financial situation, and determine your retirement needs.

Receive a custom strategy to help you reach your unique retirement goals.



Saving for Retirement? New Legislation Will Likely Affect You.

Find out the three things you actually need to know about The SECURE Act, new legislation signed into law at the end of 2019. This quick 5-minute read will help you:

  • Understand why you should reconsider passing on your IRA to your children
  • Discover how much an increased life expectancy affected the start date for taking required minimum distributions
  • Take advantage of new IRA guidelines if you might continue to work past age 71