• Education 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! .