Business owners often need assistance gaining direction for their business, determining how to financially manage growth, provide retirement and other benefits to their employees, and plan for their own retirement.
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.
For more than 35 years, Eric Nichols has helped individuals and families meet their retirement and other financial goals. He specializes in estate, insurance, and retirement investing and income planning.
Eric is a Registered Principal, Registered Representative, and an Investment Advisor Representative with United Planners. He completed his undergraduate work at Ferris State University, obtaining an Associate of Science in Real Estate and a Bachelor of Science in Finance. He also received his Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in Bryn Mawr. Eric received the Member of the Million Dollar Round Table award in 1996.
Eric is an Accredited Investment Fiduciary (AIF®) demonstrating that he always acts in the best interest of his clients. To learn more about the fiduciary standard please watch the “Fiduciary Difference” video found in our Video Library page.
Eric is involved in the Milford community and serves on the Milford Downtown Development Authority (DDA). He has taught personal finance courses to all ages from elementary students to senior citizens.
Eric is an avid reader and enjoys traveling and golf. He resides with his wife Lanette in historic Northville, Michigan.
Michael assists Eric in exceeding clients’ expectations and needs. He helps keep clients and the public informed about the services that Nichols Financial offers.
Michael earned his Bachelor of Science while double majoring in Bible and Counseling at Johnson University and a Master of Science in Personal Financial Planning from Kansas State University. Michael spent nearly four years working in higher education financial aid/student accounts, where he helped college students and their families determine the best options to pay for school. He was also in charge of creating and implementing a brand new financial literacy program. He enjoys teaching about personal finance topics and has taught about insurance, saving and investing, as well as student loans. He is licensed to assist clients with their life, disability, and long-term insurance needs and is currently completing the requirements to become a CERTIFIED FINANCIAL PLANNER™ certificant.
Michael enjoys movies, reading, sports, golf, and fitness. He lives with his wife, Alli, and their two children near Milford in Highland, Michigan.
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.