Nicole Frost
FIC, CEPA®
Let's put your plans in motion!
State(s) Licensed: FL, MD, NC, VA
13356 Midlothian Turnpike Suite 202
Midlothian, VA 23113
Let's put your plans in motion!
State(s) Licensed: FL, MD, NC, VA
Businesses and Non-Profits | Why You Need A Certified Exit Planning Advisor (CEPA)
As a Certified Exit Planning Advisor (CEPA), I bring specialized expertise to help business owners strategically grow and maximize the value of their companies. This designation equips me with a proven framework to guide owners through the complexities of exit planning, ensuring they achieve best-in-class outcomes when it's time to transition. Whether you're years away or ready to exit now, I help align your business, personal, and financial goals for a successful future.
In particular, women-led businesses, faith-based organizations, and sole & partnership businesses with 2-20 employees will love the customized approach, the integrations with your everyday activities, and the solutions that my practice will bring.
Passion for Generosity | Advice You Can Depend On
- Are you passionate about charities or church activities in your area?
- Are you in your pre-retiree (40-60) or early retirement (60+) decades?
- Do you need advice on how to direct your surplus or retirement savings for "bigger picture" decisions like tax efficiency and legacy?
- Are you open to advice, and tired of a "DIY" approach to finances?
....Then I would love to meet you!
My team has proven strategies to provide planning for your family's protection, your assets, your tax planning, and your health. I listen to what keeps you up at night, and we find custom plans and solutions. Think of me as turning on your GPS- you may have an idea where your destination is, but I will work to help you avoid those roadblocks and detours that may delay you along the way!
I primarily serve Richmond, Virginia and the surrounding areas. I can also meet virtually with those outside of Richmond, or out of state in North Carolina, Maryland and Florida.
Supporting Richmond's Homeschool Community
I am part of the Virginia homeschool community, along with my passions serving my clients as an advisor! Whether you are educating young children, or young adults who are getting ready to launch into the world, I can help guide you along your financial journey.
I understand the unique considerations for homeschool families when it comes to accessing college planning resources, protecting the primary educator parent in your family, and finding faith-filled resources for your retirement and education goals.
Want to know more? Select the "Schedule An Appointment" link above to get started.
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Location
Midlothian Office
- Phone:
- 804-886-1994
Hours
Mon, Wed, Thurs, Fri: 9 a.m. - 6 p.m.
Tues: Virtual Appointments, 12 p.m. - 6 p.m.
Wednesday and Thursday nights by appointment