Brian Nikulski (CFP®)
Brian Nikulski focuses in the
following client markets or areas of practice:
- Corporate Executives
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Corporate Executives
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
Planning Specialties
Our Services
Dynamic Allocation
Financial Planning
- Cash Flow and Debt Management
- Risk Management and Insurance Planning
- Investment Planning
- Income Tax Planning
- Retirement Planning
- Estate Planning
Employer Sponsored Retirement Plans
Employee Equity Compensation
Business Succession Planning
NAPFA Start Date
December 10, 2014