Nicklas Financial | Every Move Matters

First Move

"Chess first of all teaches you to be objective."

-Alexander Alekhine, Former World Chess Champion

If you’re not sure where to start, take a look at the options below and choose the one that best describes your current situation:


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Business Services

I’m a business owner, HR professional or benefits administrator interested in achieving longevity and stability for my company by implementing comprehensive retirement, retention, and succession plans.

My First Move

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Individual Services

I’m an individual investor interested in developing a comprehensive financial plan designed with my specific goals in mind.

My First Move

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Producer Services

I’m an entrepreneur or financial institution interested in finding a partner who can help infuse my business with technology, practice management, marketing and compliance support.

My First Move