Worried that your financial strategy is
Missing Something?

We’re here to help you feel confident in your financial future.

The Nichols Financial Process

Although there is no “one size fits all” when it comes to retirement income strategies, most of our clients want the same goals: to make their retirement savings last throughout retirement and to leave a legacy for their loved ones. It’s our job to help them pursue those goals and find the most appropriate balance of strategies for their situation — maximizing opportunities for wealth accumulation while maintaining a confident, long-term perspective.

We pride ourselves on superior customer service that includes lifetime succession planning and assisting clients’ beneficiaries.

Your Dreams Matter

At Nichols Financial, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns.

We offer services in these three areas:


Prepare for retirement by putting your hard-earned assets to work.


Retirement Income Strategies


Protect the assets that can help you live the retirement you’ve always imagined.


Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies


Provide for the people and causes you care about the most.


Legacy Planning

We can also refer you to professionals who provide the following services:

Charitable Giving
Estate Planning
Tax Planning

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today.