No matter how well people envision a path to the future, they often run into roadblocks. The challenges of investment management, tax and estate planning and retirement strategy can be complex and overwhelming.
This is why J. Mark Nickell & Company offers Integrated Financial Management. It provides a clear path that allows our clients to meet their life goals. Whether that means a secure retirement, a secure journey through major life transitions or a plan to help future generations remain secure.
We are fiduciaries, meaning we are sworn to put our clients’ financial wellbeing ahead of our own. We are also fee-only NAPFA-Registered Financial Advisors (www.napfa.org). We do not charge commissions on the sales of any financial products, so we are able to offer clear, unbiased advice on investments.
In short, we are here to look after our clients’ financial wellbeing. Since 1994, we’ve smoothed the path for clients as their circumstances change. We welcome a chance to show you the way to a secure financial future.
Please take a few moments to browse through these pages and call us with any questions you may have. You can make an appointment for a consultation through the Contact Us tab. You’ll find us conveniently located in Brentwood, Tennessee, close to Nashville and Franklin.