Investment Management
When it comes to investment management at Nikulski Financial, Inc. we emphasize continuous and regular account supervision based on our firm’s Investment Strategy.
Financial Planning
At its most basic level, Financial Planning is a 6-step process we as CFP® professionals use to create a comprehensive financial plan for our clients. As a result of this process, we create what we believe to be the best foundation from which to provide advice.
Concierge Services
Our concierge services act as your personal financial assistant, managing and helping to streamline the financial complexity in your life. A few services that we provide include:
Small Business Planning
The business itself is often the largest asset on the owner’s balance sheet. We assist you in maximizing the opportunity as you elect to transition out of the business or after an unfortunate death or disability.