Discover truly independent advice. Not bound by someone else's objectives or goals but there to serve only my clients' needs. I value my clients' trust above all else and am dedicated to helping my clients meet their own unique needs. I always act within a fiduciary capacity and will always put my clients' interests first. I specialize in retirement planning.
An effective retirement plan does not end at retirement. Instead it becomes complicated and requires specialized risk management and retirement income planning knowledge. I work with clients who want to retire worry-free and with confidence. Each client's plan is dependent on their individual needs, wants and wishes and takes into account their personal time frames and risk tolerances.
I have never found two people that are the same and therefore no two financial plans are the same. I strive to simplify the complexities of wealth and provide an integrated solution that centers on your values and needs. My main objective is that you can sleep at night and not worry about your financial future but it is also important that you enjoy the weath that you have accumulated.
An effective retirement plan does not end at retirement. Instead it becomes complicated and requires specialized risk management and retirement income planning knowledge. I work with clients who want to retire worry-free and with confidence. Each client's plan is dependent on their individual needs, wants and wishes and takes into account their personal time frames and risk tolerances.
I have never found two people that are the same and therefore no two financial plans are the same. I strive to simplify the complexities of wealth and provide an integrated solution that centers on your values and needs. My main objective is that you can sleep at night and not worry about your financial future but it is also important that you enjoy the weath that you have accumulated.
Services
The heart of what I offer my clients is client focused financial planning.
Each client's financial plan is unique to them and centered around their goals and objectives.
There are no boxes to fit into, rather I provide a road map of how to get from where you are now to your own individual destination.
This road map provides guidance while navigating retirement.
It also helps to reduce the effects of unforeseen circumstances that may derail your plan.
I evaluate my clients risk tolerance, time horizon and investment purposes and then recommend a suitable asset allocation.
Each client's financial plan is unique to them and centered around their goals and objectives.
There are no boxes to fit into, rather I provide a road map of how to get from where you are now to your own individual destination.
This road map provides guidance while navigating retirement.
It also helps to reduce the effects of unforeseen circumstances that may derail your plan.
I evaluate my clients risk tolerance, time horizon and investment purposes and then recommend a suitable asset allocation.
Nicola has worked within the financial services industry since the early 1990's.
She began her financial career as a pension plan actuary and provided investment advice to pension plans.
She has gained experience by working with both UBS Financial Services and Merrill Lynch as a financial advisor.
She started Financial Strategies of Amelia in 2010.
Nicola is a CFA (Chartered Financial Analyst), RICP (Retirement Income Certified Professional), BFATM (Behavioral Financial Advisor) and in addition holds a postgraduate business qualification and a MS degree in Microbiology.
She began her financial career as a pension plan actuary and provided investment advice to pension plans.
She has gained experience by working with both UBS Financial Services and Merrill Lynch as a financial advisor.
She started Financial Strategies of Amelia in 2010.
Nicola is a CFA (Chartered Financial Analyst), RICP (Retirement Income Certified Professional), BFATM (Behavioral Financial Advisor) and in addition holds a postgraduate business qualification and a MS degree in Microbiology.
We are an informal group of women who meet to discuss financial and related issues affecting us all.
This is an opportunity to ask questions, to learn and, if you wish, provide your own insight to others questions.
We believe financial education is imperative for women.
Not to become an expert but to be an informed consumer.
90% of women will spend some time on their own because we often marry men older than us and we generally live longer.
In addition the divorce rate is not declining.
Financial independence can be overwhelming when tackled during a time of stress.
This is an opportunity to ask questions, to learn and, if you wish, provide your own insight to others questions.
We believe financial education is imperative for women.
Not to become an expert but to be an informed consumer.
90% of women will spend some time on their own because we often marry men older than us and we generally live longer.
In addition the divorce rate is not declining.
Financial independence can be overwhelming when tackled during a time of stress.
I would love to chat and see if I can help you in any way.
If I can answer questions on financial planning*, retirement, investment management*, life insurance, long term care or other financial questions please let me know.
Investment Advisor Representatives offer financial advice through Securities America Advisors, Inc. Financial Strategies of Amelia and the Securities America companies are separate entities.
Registered in Florida and Georgia.
If I can answer questions on financial planning*, retirement, investment management*, life insurance, long term care or other financial questions please let me know.
Investment Advisor Representatives offer financial advice through Securities America Advisors, Inc. Financial Strategies of Amelia and the Securities America companies are separate entities.
Registered in Florida and Georgia.
The planning process is simple but in-depth.
We endeavor to find all those aspects of your life that will affect your financial decisions.
From who you care about to what you worry about and how much risk you can handle in your investments.
There are no right or wrong answers.
By understanding as much as possible about your financial life we can find the solutions that best meet your needs.
It is a solution built around you and your needs using all the tools at our disposal.
Discover: Our first meeting is so that we can get to know each other.
We endeavor to find all those aspects of your life that will affect your financial decisions.
From who you care about to what you worry about and how much risk you can handle in your investments.
There are no right or wrong answers.
By understanding as much as possible about your financial life we can find the solutions that best meet your needs.
It is a solution built around you and your needs using all the tools at our disposal.
Discover: Our first meeting is so that we can get to know each other.
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