Principal Financial Group

At Nicola, we pride ourselves on providing truly independent financial advice. Our objective is to serve our clients' needs without being bound by someone else's objectives or goals. We understand that every individual is unique, and their financial planning should reflect that. That's why we offer personalized 5-Step Strategic Wealth Plans tailored to each client's specific needs, wants, and wishes. Whether you're planning for retirement or looking to secure your financial future, we're here to help.

Women, Wealth, and Wine

Our Women, Wealth, and Wine initiative focuses on empowering women to take control of their financial futures. We recognize that women often play a significant role in financial decision-making, and we aim to provide them with the tools and knowledge they need to make informed choices about their wealth. Through workshops, seminars, and one-on-one consultations, we help women build confidence in their financial planning and achieve their goals.

Retirement Planning

Retirement planning is a specialty of ours. We understand that an effective retirement plan goes beyond just saving; it involves managing risk and planning for income in retirement. Our team will work with you to create a comprehensive plan that addresses your personal time frames, risk tolerances, and financial goals. We strive to simplify the complexities of wealth and provide an integrated solution that centers on your values and needs.

Services

Our services are designed to cater to a wide range of financial needs. From creating a 5-Step Strategic Wealth Plan to accessing our online investment platform, $ymbil, we offer a range of solutions to help you achieve your financial objectives. Whether you're retired, retiring, or simply looking to secure your financial future, we're here to help.