Retirement planning doesn't have to be complicated.

Your Retirement.
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Retirement Planning Doesn’t Have to Be Complicated.

We believe there is a misconception in our industry: Many people think retirement planning has to be complicated. We believe otherwise. While we handle the complex financial concepts, we know that your success comes from having a plan and sticking to it.

If you’re handling various financial aspects—like a self-directed investment portfolio or a 401(k) without a clear strategy—and have questions about healthcare decisions, Social Security timing, Medicare options, or life insurance, we can help.

GET TO KNOW US

Why Work With A Financial Planner ?

Organization

We’ll help bring order to your financial life by getting your finances in shape, covering everything from investments and insurance to everyday cash flow.

Coaching

Think of us as your financial coaching staff. We are here to guide you through your financial journey, helping you understand things in simple terms. We will break down the complex concepts so it’s easier to grasp, and together, we'll work on making informed decisions that support your financial goals.

Fiduciary

With our outside perspective, we can help you make informed decisions and avoid emotional pitfalls. In fact, we are legally obligated as fiduciaries in advisory relationships to put you first. Always.

Proactivity

Together, we’ll prepare for life’s transitions. By regularly discussing potential changes, we’ll create plans to manage them smoothly before they happen.

Partnership

Your goals are our priority. We’ll work closely with you—understanding your background and needs—to make sure we’re aligned with your goals by checking in regularly to celebrate your progress.

READY TO LEARN MORE?

Get to know more about what we do and what services we provide

WHY WORK WITH US

HOW WE CAN HELP

Bringing All the Pieces Together.

PLAN

Wherever you are in life, we’ll meet you there with a thorough financial plan and ongoing support, so you can make the right decisions.

INVEST

We’ll work with you to create an investment strategy tailored to your, desired timeframe and financial goals.

ADAPT

As your life evolves, we provide ongoing advice and support to help you navigate any financial challenges and opportunities that arise.

Our Comprehensive Services

MEET YOUR FINANCIAL ALLIES

You’re our top priority, always.

Partnering with us means you get the best of both worlds— extensive experience and resources of a large institution with the personal touch of a small, dedicated team. Whenever you face a financial decision or an unexpected change in your plans, we’re here for you to chat and navigate those challenges together.

Feel Supported

Partner with experienced professionals that strive to understand your unique priorities, goals and needs.

Feel Empowered

Gain the knowledge and confidence necessary to understand and navigate your financial plan effectively.

Feel Understood

Benefit from a caring, responsive team committed to your personal success, ready to assist you with any challenges that arise.

Feel Confident

Feel confident knowing your financial future is in good hands, with a team of professionals who have your best interests at heart.

WHO WE ARE

testimonials

Large-Scale Experience. Small Team Connection.

I’ve been having my money invested with them for 8 years. The guidance they have given me helped me to rest assured they are truly looking after my investments. I used to look at the balances on the accounts frequently, now I seldom look at them.

Garry

We have been doing business with your company for over twenty-five years and always felt confidence with you handling our retirement accounts and other financial matters. I have and will continue to highly recommend Nickels Wealth to my friends and neighbors in the future.

Earline

From the moment I walked in the door at Nickels I knew I was in the right place. Bain plotted out how and what his plan would be for my investments. It was very helpful to actually visualize a plan. They feel like more than financial advisors, they feel like friends.

Debbie

This statement is a testimonial by a client of the financial professional as of 11/06/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

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Life Doesn’t Wait.

Neither should you. The right financial plan is just a conversation away. Take the first step and schedule a consultation today.