Retirement Planning

Retirement Planning

Eric Nichols and his team specialize in helping clients determine what they want their retirement years to look like and how to best financially achieve this goal, both before and during retirement. We help client focuses on both the accumulation and the distribution phases of retirement. Often, the distribution phase of retirement planning is overlooked leaving the process incomplete and you at risk of not having enough money to provide for your needs during your golden years.

Saving for Retirement

We review with you your life and retirement goals, risk tolerance, income, and other information to develop savings and investment strategies appropriate and realistic for you. We help you determine how to best get to your goals.

Income during Retirement

In addition to determining appropriate savings and investment strategies to get you to retirement, we work with you to determine how to make these funds available to you throughout retirement. These options can provide regular income, funds for travel and other special retirement goals, and/or to potentially leave a legacy for family, friends, and/or your favorite charities.

Services and Products*

  • Retirement Income Planning
  • Social Security Analyses
  • Individual and Portfolio Risk Analyses
  • Individual 401(k) Plans
  • Individual Retirement Accounts (IRAs)
  • Tax-Deferred Annuities
  • Employer-Sponsored Retirement Plans
  • Cash Balance Pension Plans

*Securities and Advisory Services offered through United Planners Financial Services

This information is intended for use only by residents of California (CA), Florida (FL), Georgia (GA), Iowa (IA), Maryland (MD), Michigan (MI), Mississippi (MS), Missouri (MO), New Mexico (NM), North Carolina (NC), Ohio (OH), Texas (TX), Vermont (VT), 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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