Nicholas Stevens (CFP®)
Nicholas Stevens focuses in the
following client markets or areas of practice:
- Divorce Planning
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Novice Investors
- Retirement Plan Investment Advice
- Divorce Planning
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Novice Investors
- Retirement Plan Investment Advice
Planning Specialties
Nick specializes in social security planning, which involves advice around when to start social security, spousal strategies, and how to maximize the benefits in conjunction with other income. Nick uses the latest financial planning software to incorporate into client meetings and ongoing planning to ensure clients stay on track and can easily visualize how their plan works for them. Nick is not a CPA but incorporates each clients specific tax circumstances into each plan and works closely with clients' tax advisors so they don't have to be stuck communicating between the two specialists.Additional Information
As a Massachusetts native, Nick spent 12 years as an advisor with Fidelity Investments in Boston and carried that experience to Evergreen Retirement Planning. Nick specializes working with individuals and couples that are in the "retirement zone" which is the 50-75 age range. These folks are planning for, or now in retirement and need help with all of their financial planning needs. Nick sought out to change the way firms charge for advice and investment management and his clients really enjoy the simple nature of his flat-fee, fiduciary advice model.NAPFA Start Date
August 09, 2023
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