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

Contact Us

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

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.

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