Families

Families

While Eric Nichols regularly provides guidance to individuals on how they can accomplish their financial goals, he and his staff are also committed to the financial success of families and welcome the opportunity to work with client family networks.

We help families make educated decisions that are in the best interest of each family member regarding budgeting for more than one person, planning for a child's education, or the planning of a financial legacy.

Common Financial Concerns

  • Cash flow planning for multiple people
  • Planning for children’s education
  • Planning on how to leave a financial legacy
  • Saving for retirement
  • Long-term care and medical needs
  • Income replacement if a spouse dies unexpectedly

This information is intended for use only by residents of Florida (FL), Iowa (IA), Maryland (MD), Michigan (MI), New Mexico (NM), North Carolina (NC), Ohio (OH), Virginia (VA), and West Virginia (WV). Securities and Insurance-related services may not be provided to individuals residing in any other states. Eric Nichols is a Registered Representative Offering Securities and Advisory Services through United Planners Financial Services. Member FINRA/SIPC. Nichols Financial and United Planners are not affiliated.

Dave Ramsey SMARTVESTOR® and its affiliates are not affiliated with United Planners Financial Services Member FINRA/SIPC. This should not be construed as an endorsement or recommendation by any individual or entity.

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