Our Services

Nicklaus Financial Service's financial service concept is designed with the objective to provide you with the service, confidentiality, and convenience that you deserve.  We accomplish this concept in three ways.  First, we are constantly striving to offer our clients access to a wide range of financial and insurance products.  Second, we are committed to remaining in contact with our clients in order to make sure their financial plan keeps up-to-date with their changing needs and financial situation.  Third, our Financial Advisors continually monitor the global economic environment so as to provide you with sound, professional financial advice.

The financial assessment process at Nicklaus Financial Service begins with a free professional evaluation of your current financial situation.  During this review, we will evaluate your financial needs with an emphasis on your concerns and goals and will provide our existing clients with a complete review of their investment and insurance portfolio.  We will show you how to potentially save on taxes, insurance and interest, and how to put more of your money to work for you.  We will offer alternatives, help you develop a financial roadmap, and assist you in implementing and monitoring that roadmap.

We realize that meeting during normal business hours may be difficult, so we will meet with you at a time that suits your needs.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage.  We will always work with you side by side so that you're confident in and comfortable with the financial suggestions we make.

Our advisors offer a full range of financial services to individuals, families, and businesses, including:

  • Financial Planning
  • Social Security Planning
  • Income Tax Planning and Preparation
  • Complete Brokerage Service - Purchase and selling of individual stocks, mutual funds, brokered Certificates of Deposit, and bonds (Municipal, Government Agency, Corporate). 
  • Business Retirement / Benefit Plans - SEP IRAs, Simple IRAs, College Saving Plans, Long-Term Care Insurance
  • Individual Retirement Plans - Self Directed IRAs, Traditional IRAs, Roth IRAs, 401(k) / Pension Rollovers
  • Investment Strategies - Mutual Funds, Variable Annuities, Fixed Annuities, College Saving Plans 
  • Life Insurance -  Whole Life, Term Life, Universal Life, Variable Universal Life
  • Disability Insurance
  • Long Term Care

For more information, contact us  today.