Sheldon Nix, Ricp®, Wmcp®, C(K)P®, Qpfc® Email & Phone Number

HAVE YOU EVER HAD AN EXPERIENCE THAT CHANGED THE DIRECTION OF YOUR LIFE?I have. Let me explain.I come from a long line of entrepreneurs.My grandparents were farmers, and my dad owned his own business.So, it made sense that business became my passion and after graduating college, I owned several of my own- -including a restaurant and a construction company.THEN, IN 2005, A PIVOTAL EXPERIENCE CHANGED MY LIFE.My grandmother was dying and needed round-the-clock care, but she didn’t have a plan in place to pay for it. EVERYTHING SHE OWNED WAS TIED UP IN LAND, SO WE HAD TO SELL OFF PARCELS OF HER FARM TO COVER HER CARE.As you can imagine, not only was it painful to see my grandma like this, but it was also painful to watch my childhood memories get sold off one by one.Knowing my family would never again watch the 4th of July fireworks in their field was devastating.I REALIZED, “MY GRANDPARENTS CAN’T BE THE ONLY ONES WITHOUT A FINANCIAL PLAN. I’VE GOT TO PREVENT THIS FROM HAPPENING TO OTHER FAMILIES.”So, I sold my businesses, got the certifications needed, and became a Retirement Planning Specialist.That was 15 years ago.Today, my team and I work with business owners, their executive teams, boards, and employees.WE BUILD INFRASTRUCTURE TO HELP MINIMIZE TAXES AND CREATE RETIREMENT PLANS FOR THE WHOLE COMPANY.We focus on:Helping ensure employees can retire, and developing exit strategies for owners, so they can retire on their terms with an income they can’t outlive.KNOWING MY CLIENTS AREN’T BACKED INTO A CORNER LIKE MY GRANDMA WAS, AND HAVE A CHOICE ON HOW AND WHEN THEY RETIRE, IS WHY I DO WHAT I DO.And when we work together, my goal is to do the same for you.

Listed skills include Financial Advisory, Retirement Planning, Mutual Funds, Roth Ira, and 8 others.