Nic Nielsen, Cfp®, Cltc® Email & Phone Number

Phone: 704-243-9376 | Email: nic@knowmyplan.com | Website: www.knowmyplan.comI design financial plans for busy executives and their families.Feel confident about your money with a complete overview of your financial situationReduce overwhelm by understanding exactly where you’re at in your journeyReduce financial anxiety with a high-level plan for the futureYou also want to reduce stress, save time, pursue your goals!As a high earner, you deserve a customized plan to meet you and your family. No more rules of thumb. Your goals determine your financial plan, and your financial plan will determine your goals.The financial plan is your life adventure map. The plan will need to be monitored and adjusted over time. That is why we love financial planning. The process requires relationships built over years!Securities offered through LPL Financial, Member FINRA/SIPC. For links to FINRA/SIPC, refer to the Contact Information section above. Advisory Services offered through Independent Advisor Alliance a registered investment advisor and separate entity from LPL Financial. Know My Plan is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Listed skills include Investments, Retirement Planning, Portfolio Management, Financial Planning, and 5 others.