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?
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