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Nicole Aspenson
Business Name:
Anchor Financial ~ A Five Rings Financial Agency
Business Description:
Nicole is making finances fun! Her compassionate, genuine, warm-hearted nature is what her clients love most about her! Nicole is passionate about helping small business owners, especially women after feeling trapped in 20 yr. verbally and mentally abusive marriage. She raised a son who is on the Autistic Spectrum and recently married a Retired Navy Officer. 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 Financial Freedom!
How Business Creates Value:
Nicole is a sought-after speaker, financial coach 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 Can Nicole Help Business Owners, Executives, Families & Entrepreneurs?

• Education Money 101 ~ How Money Works...For YOU Wine, Women & Wealth Money, Mommy (&Daddy) & Me • 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

Skills

  • Safe Money Specialist
  • Living Benefits Expert
  • College Savings Plans
  • Retirement Savings Preservation and Accumulation
  • Lifestyle Protection and Income for Life
  • Family and Asset Protection
  • Estate Preservation
  • Distribution and Legacy Planning
  • Tax Reduction Strategies
  • Creating...Income, Opportunities, Security, Wealth
  • 401 (k) Rollover
  • Private Pensions

Interests

  • Hiking
  • Traveling
  • Speaking
  • Personal Development

Experience

  • Executive Vice President - Five Rings Financial
  • TFRS
  • SME

Languages

  • English