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  2. About Us
  3. Our Process

Our Process

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The Client Process

Relationship-Based Approach

Our team is dedicated to providing financial guidance and planning to business owners, women, and families living primarily in Southeastern Michigan. We believe that financial planning and success is best achieved when financial professionals and clients know and trust each other. Our firm is founded on the important principle that relationships matter. We are dedicated to professionally supporting, educating, and providing informed direction to all of our clients. This sets us apart from many other financial planners.

Client-Centered Planning

Our team focuses on understanding you and your goals in order to develop a plan to best reach them. We will meet with you to present an analysis of your situation and discuss our recommendations. Together, we decide which options make the most sense for you and then help you implement the recommendations. We meet with you as often as you desire to monitor progress toward your goals and adjust the plan as needed to increase the likelihood that you will achieve your goals.

Visit the Our Team page or Contact Us to learn more about how we can help you.

About Us

  • Our Team
  • Our Process

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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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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