Nicole King
CFP®
State(s) Licensed: CA Insurance Lic. #4329624, CO, FL, IA, NE, SD, TX, WI
1701 Broadway Ave Suite #3
Yankton, SD 57078
State(s) Licensed: CA Insurance Lic. #4329624, CO, FL, IA, NE, SD, TX, WI
Achieve Retirement Goals by Having a Plan
With retirement being the one of the biggest financial decisions you may make, how do you transition your dreams and goals into reality? Retirement involves making decisions with long lasting consequences, many of which cannot be changed. A number of questions to address prior to retirement include:
- When can I afford to retire?
- How do I replace my paycheck?
- How will taxes affect me in retirement?
- How should I managed my investments when I am making withdrawals to fund my retirement?
- What can go awry with finances in retirement and how do I reduce or eliminate those risks?
My team has a process to help clients answer these questions to prepare for this stage of life with confidence.
Who We Serve
We are ideally suited for clients who:
- Are in the accumulation phase of retirement or already retired
- Are looking for an objective financial advisor to provide guidance so they can spend their time enjoying retirement
- Need to use their investments to help fund retirement and want a strategy in place
- Are wanting to leave behind a legacy for the next generation
Most of our clients live in Northeast Nebraska, Southeast South Dakota, and Northwest Iowa, however we serve clients across the country.
We also work with many churches, schools, and non-profit organizations to help them manage endowments and other long-term investment portfolios.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Yankton Office
- Phone:
- 605-661-5845
- Mobile:
- 605-661-5845
Hours
By appointment Only
Wayne Office
Address
316 Main St.
Wayne, NE 68787