Nicole J Aspenson is making finances fun! Her compassionate and genuine, warm-hearted nature is what her clients love most about her!
Nicole is passionate about financial education. From business owners to business executives, from young families to successful singles, she enjoys creating plans to help clients reach their financial goals.
Whether you want to take control of your finances or are interested in a career helping others achieve their financial dreams, contact Nicole to Anchor Your Finances!
How Business Creates Value:
Nicole is a sought-after speaker, financial strategist and an expert at connecting people and gathering resources for her clients. As an Executive Vice President with Five Rings Financial, Nicole works diligently to support her clients.
With an accounting and training background, her clients feel at ease as they are gently guided throughout the learning process to Anchor their financial future.
See this testimonial video: https://goo.gl/VNjrva
Learn more about Living Benefits here: https://livingbenefitsexperts.com/nicole
Connect with Nicole here: http://m.mvcard.me/nc
How Member Creates Value:
Nicole enjoys building business relationships and trusted referral partners by making connections with other business owners, entrepreneurs, and community leaders.
How Nicole Helps Business Owners, Executives, Families & Entrepreneurs
Money 101 ~ How Money Works...For YOU
Wine, Women & Wealth
Money, Mommy & Me (&Daddy Too!)
• Safe Money Strategies
• Private Pensions
• Tax-Free Retirement
• Tax-Free College Savings
• Upside of the Market without any Downside
• IRA – Traditional
• SEP IRA
• Roth IRA
• 401 (k) Rescue
• TSP Rollover
• Living Benefits ~ Cash reserve in case you suffer a major illness
• Buy Sell Agreement
• Key Person Life Insurance w/ Living Benefits
• Business Continuation
• Executive Bonus Plan
• Deferred Compensation Plan
• Cash Reserve
• Long Term Care
• Family & Asset Protection
• Estate Preservation
• Distribution & Legacy Planning
• Tax Reduction Strategies
"Nicole is genuine and engaging, and truly cares for her clients and her professional contacts. She is a connector of people and has a passion for educating others about financial security and holistic money matters through her "extracurricular" classes, which have a fun format and support structure. Thumbs up!"
-- Leslie Mittanck, Collaborative Leadership
"Thank you, Nicole for guiding me to a safe and secure financial plan that will help me reach my financial goals in the next 10 years. Your knowledge and expertise is truly amazing. I will absolutely recommend you to my friends and clients. ~ K. Merg Realtor
"I met Nicole through a mutual business associate and we got to offer a joint workshop for new homebuyers. After the workshop, I asked her to help me with my own finances. Nicole helped me create a budget and start a retirement savings plan. She was amazing at clearly presenting my options...I feltlike I was being gently guided in the right direction.
~ Michelle K, Realtor
SEE See 'About Nicole, Best Client and Referral Relationships' link that also includes Workshops offered in the Groups column to the right! .