✅How can I help? Sign up now for your FREE 30-Minute, Retirement Strategy Call ✅ By viewing my calendar link in my contact info above!MY STORY: My grandmother was taken advantage of by an "advisor" while she was retired. Unfortunately, this person was not a fiduciary and did not act in her best interest. She lost tens of thousands of dollars and had years of heartache! Seeing this, I knew I never wanted someone else to have to go through this. This is why I decided to become an advisor. While my grandmother is no longer with us, I know everyday I'm putting my clients on a better financial path.WHAT I DO: 💡💡I’m a CERTIFIED FINANCIAL PLANNER™ professional providing fee-based financial planning for those 50+ looking to plan for a better, more financially sound and confident retirement. HOW I HELP: As a fiduciary advisor, I strive to educate my tight-knit group of clients to help them to better understand their finances. Which allows them to make better, more informed decisions. Everyone's financial situation is unique, which requires careful, tailored advice to help answer questions like: ✔️Are you a fiduciary? Does your advice come with conflicts of interest, hidden fees, and is appropriate for me? ✔️Do I have enough to retire now or years later? How long will my assets last? ✔️When should I (and my spouse) start Social Security? ✔️How do I get income from my assets? Is my asset allocation appropriate for me (and spouse)? ✔️How do I mitigate my taxes? Is a Roth conversion appropriate? ✔️How much will healthcare cost me and my spouse? What about long-term care and Medicare? ✔️What will happen when I'm gone? Will my spouse be OK? How do I give money to my family and/or charity responsibly? I'm always proud to answer these questions, because I know my advice benefits my clients. I also strongly believe in educating my clients as to the pros and cons to any investment or financial decision.With any new client, I always conduct free, 30-minute strategy call. This is an informal call, so we can break the ice and get to know each other (who you are as a person & what your future goals are). I do this because I believe in building trust first. And then we can strategize to begin to create a retirement action plan.You're never simply a "number" to me! MY PERSONALITY: I'm easy going and love to laugh! Why? It's to keep you at ease! Let's face it, most people would rather see their dentist than speak to a financial advisor! I'm passionate about what I do! Nicholas is a Member of the Financial Planning Association (FPA) and has been posted in Forbes and Suburban Life regarding retirement planning. He was also named for 2023 in Marquis Who's Who of America for his work in retirement planning.‼️ Please also see below ⬇️for more info about me and how I can help‼️
Retirement planning shouldn’t be scary.We’re dedicated to making it a simple and enjoyable experience that helps alleviate the tension around your finances. Our Results in Advance Planning process is an incredibly powerful, yet simple approach that gives you a holistic view of your situation and how you may be able to improve upon it.
Financial Planning and Investment Advisory Services are offered only through Retirement Wealth Advisors (RWA). Insurance only offered through Bunio Consulting. Neither firms are affiliated.