Welcome to our Web site!

Because many people regard the development of a financial strategy as complex and confusing, they often miss out on many potentially rewarding financial opportunities.  They also take unnecessary risks and fail to adequately protect their assets and the things dearest to them.

That's where Nicklaus Financial Service can help.  Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth.  By helping you acquire the information you need to pursue your financial objectives and by placing your concerns and aspirations first, we hope to establish long and trusted relationships with our clients.

We created this Web site to help you gain a better understanding of basic financial concepts, to help you learn more about who we are, and to give you fast, easy access to market performance and data.  We hope you take advantage of this resource and visit it often.

Click around and you'll find a variety of financial tools.

There are financial calculators that can help you get a clearer picture of where you are, and where you're headed.  There is a research library and newsletter articles on a wide range of financial topics.  You can even request a quote for an insurance or investment product.  And check back often, because we're constantly adding new material.

If you have a specific question or want more information, please contact us.  We're ready to help.

 

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →