No matter how well people envision a path to the future, they often run into roadblocks. The challenges of investment management, tax and estate planning, and retirement strategy can be complex and overwhelming.
This is why J. Mark Nickell & Company offers Integrated Financial Management by a Chartered Financial Analyst It provides a clear path that allows our clients to meet their life goals: whether that means a secure retirement, a secure journey through major life transitions, or a plan to help future generations remain secure.This is why J. Mark Nickell & Company offers Integrated Financial Management.
This is why J. Mark Nickell & Company offers Integrated Financial Management by a Chartered Financial Analyst It provides a clear path that allows our clients to meet their life goals: whether that means a secure retirement, a secure journey through major life transitions, or a plan to help future generations remain secure.This is why J. Mark Nickell & Company offers Integrated Financial Management.
Services
Even the most successful people need help navigating the challenges and uncertainties that lie ahead. Perhaps you need a path to retirement. Or, maybe you're in the midst of a major life transition. Or, you may want a plan to benefit future generations. To meet these goals you need a creative plan that is better than the sum of its parts.
We help clients identify risk. We work with them to determine whether it is something that they can bear and suggest strategies to mitigate risk through insurance protection. Determining the level of support necessary in the event of premature death, disability or extended illness. This includes the need for estate liquidity.
We stay abreast of your personal financial condition, proactively identifying opportunities and issues, so more of your wealth can benefit future generations. We develop a Comprehensive Personal Balance Sheet, including a summary of your life insurance coverage, and confirmation of asset titling and beneficiary designations.
In a series of face-to-face meetings we seek to understand your investment goals, whether it is a comfortable retirement, a predictable stream of income, leaving a lasting legacy, or some combination of all of these. Through a disciplined process, we help you identify your personal tolerance for asset price fluctuations.
A Client's Story: Reaping the powerful rewards of Roth IRA conversions, without a steep tax cost. A retired couple expressed their desire to downsize and relocate to a residential retirement community. They had located a community they liked very much. A Client's Story: Easing Housing Transitions-Evaluating a Continuing Care Retirement Community.
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