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For over 40 years, Eric Nichols and his team has helped successful business owners, women, and families achieve financial independence.


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Who We Serve

 

Business Owners

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.

 

Independent Women

Eric has experience helping women navigate the unique challenges faced during a divorce, career changes and following the loss of their spouses.

 

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.

This is what we do.
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What We Do

 

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.

 

Investment Planning

People spend a tremendous amount of time and energy working in order to provide for their needs.

 

Specialized Insurance

Apart from income, insurance is one of the most important pieces of achieving financial stability.

 

Portfolio Risk Analysis

The first step is to take a 5 minutes quiz that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains.

 

Asset-Map

Introducing Asset-Map ….a single page, visual snapshot of your finance world. It helps us know you better, aids in making your situation clearer and clarifies your options.

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Our Team

Learn more about our amazing team of professionals.

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Eric T. Nichols

Founder

AIF®, ChFC, CLTC, CLU

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Eric T. Nichols

Phone: (248) 684-2274, ext. 11

Email: eric@erictnichols.com

For more than 40 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 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 Chamber of Commerce and served on the Milford Downtown Development Authority (DDA) for over a decade. 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.

Bio
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Michael T. Zurek

Director of Client Relations

CFP®, CLTC, MS
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Michael T. Zurek

Phone: (248) 684-2274, ext. 12

Email: michael@erictnichols.com

Michael is a CFP® professional who graduated Summa Cum Laude earning 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 has been working with Eric since 2014. Beforehand, he 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 for students. He enjoys teaching about personal finance topics and has taught about insurance, saving and investing, as well as student loans. He specializes in assisting clients with their life, disability, and long-term care insurance needs.

Michael enjoys movies, reading, sports, golf, and fitness. He lives with his wife, Alli, and their two children near Milford in Highland, Michigan.

Let me know how we can better serve you!

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Resources

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Complimentary Risk Assessment
 

Financial Calculators

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: (248) 684-2274
Fax: (248) 685-2237
Toll Free: (877) 684-7667

Email: info@erictnichols.com

155 E. Commerce, #103, Milford, MI 48381

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  • Legal, privacy, copyright and trademark information

Securities and Advisory Services are offered through United Planners Financial Services, member FINRA/SIPC. Nichols Financial, Inc. and United Planners are independent companies. Generational Wealth Group and and United Planners are independent companies.

Eric Nichols is registered to conduct securities business in Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Iowa (IA), Kansas (KS), Maryland (MD), Massachusetts (MA), Michigan (MI), Missouri (MO), North Carolina (NC), Ohio (OH), South Carolina (SC), Texas (TX), Vermont (VT), Virginia (VA), and West Virginia (WV). This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

Insurance-related services may not be provided to individuals residing in any states other than Michigan (MI) and Ohio (OH).

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

Links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation, or other affiliation with respect to any third parties or their content. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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