Nick Nauta (CFP®, CLU, RLP)
Nick Nauta focuses in the
following client markets or areas of practice:
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
Planning Specialties
To me, living a rich life is more about who you are, what your vision is, and being able to pursue your dreams, rather than how much money you have. As a financial planner, my goal is to help my clients restore order in their lives so they can achieve financial peace and enjoy a better quality of life.
I guide my clients to make financial decisions based on choices that bring them closer to their vision of a rich life. We address mistakes made, long-held beliefs about money, and discuss their financial and life goals.
Working with clients in a way that empowers them to balance living their life to the fullest now, while planning and saving for the future, is one of my greatest pleasures. What could be better than enabling people to create their best life?
Additional Information
Nick has been practicing financial planning since moving to the Lansing area in 2006. After studying Financial Management and Economics at Northern Michigan University, Nick ventured into the financial planning industry. Having a young daughter and wife, Nick wanted to stay in Michigan. At the time he graduated, one of the few jobs available for a finance major was as a financial advisor.
Nick struggled through his first few years in the profession. He relates the struggle to his early memories of money living in Spring Lake, Michigan. One of the things he learned about money when he was growing up was the people who seemed to have the most of it, weren’t inherently happier than those who didn’t. When he started in the financial advising industry, the profession appeared to be all about making money, something he didn’t hold in high esteem.
Some years later, around the time his son was born, Nick finally started to figure out his place in the financial planning world. He was challenged to answer the question of why he did what he did. Thinking back on his early memories of money, he concluded he was in the financial planning profession to help people realize their life goals.
Nick enjoys giving back to the community as well as his profession. He is currently the board president of the Davies Project. He also serves on the board of Loave's and Fishes homeless shelter, Delta-side business association, Kiwanis of Delta Township, and is an ambassador for the Lansing Regional Chamber. He is a member of the National Association of Personal Financial Advisors and the Financial Planning Association.
NAPFA Start Date
February 14, 2019
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.