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:


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


Individual Services

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

My First Move


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