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Your Retirement Needs a Plan

Prepare for tomorrow, today. Our wealth management specialists offer personalized guidance so that you can feel confident in your retirement strategy.

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Retire Ready With David Nicholas - Guest Host Aaron Jones, June 8, 2024
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Your Investments.
Personalized.

You’ve worked hard to build wealth for you and your family. That’s why our financial advisors take the job of growing and protecting what you’ve earned seriously.

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The Nicholas Wealth RetireReady™ plan offers a comprehensive retirement plan, seamlessly blending income, investment, tax, and healthcare strategies. This unified approach aims to provide financial security, so that you can feel confident as you step into retirement.plan offers a comprehensive retirement plan, seamlessly blending income, investment, tax, and healthcare strategies. This unified approach aims to provide financial security, so that you can feel confident as you step into retirement.

Having a well thought out income plan is one of the most important parts of any retirement plan. We carefully coordinate all available income sources and asset allocations to make a plan that works for your specific situation.

Strategic investing isn’t just how you build wealth over time, it’s also a critical piece of your overall strategy once you enter retirement. We help you strike a balance between risk and growth, based on your needs and preferences.

Tax strategies are a key part of protecting your wealth during retirement. With 75,000 pages of IRS tax code, it's easy to miss tax savings opportunities. We use the best strategies at our disposal to mitigate your tax liability and help you keep more of what you’ve built.

It’s important to strike a balance between having the coverage you need and keeping the wealth you’ve built. From Medicare guidance to planning for emergency services, we help you feel confident in your plan for health care costs.

Building wealth becomes truly rewarding when you can share it with your loved ones. To ensure a seamless transfer, we collaborate with estate planning attorneys, guiding you to optimize tax benefits and establish effective distribution strategies for your beneficiaries.

Nicholas Wealth is a creative team of high integrity that understands the importance of a strong estate plan. They help navigate the complexities of estate and tax law, as they change, to help their clients build and maintain lasting legacies.
Patrick N.
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Estate Planning Attorney
Tax planning is an integral part of retirement planning and Nicholas Wealth has the strategies to help you reduce or eliminate your taxes in retirement.
David B.
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Tax Specialist, Financial Advisor
I’m a financial planner in South Carolina and respect David and the business he built. You’re in good hands working with an independent firm like his.
Adam C.
I've had an excellent experience with Nicholas Wealth Management. They are proactive, professional and trustworthy. They came highly recommended to me and I would happily refer them to my own friends and family.
Sophie C.
One of my best financial decisions was becoming a client of Nicholas Wealth Management!
Terry T.
David is so knowledgeable, kind, and honest. I wouldn’t want my money in anyone else’s hands.
Kerri C.
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