Financial Visions, LLC

Brook A. Nichols, owner

services

I offer a wide range of financial services including tax preparation, tax planning, retirement planning, investments and life insurance. My goal is to help clients maximize their financial success.

 

tax preparation

 

I have more than 20 years experience preparing taxes for clients.  My goal is to provide excellent customer service and quick turnaround time at a reasonable cost.

 

 

 

 

Tax Planning

 

Did you have an unusual tax year?  Feel free to contact me throughout the year for a tax estimate to avoid being surprised at tax time.  Underpayment of income taxes can result in penalties.

 


 

 

retirement planning

 

Do you have retirement goals, but aren't sure where to start?  I can help!  

 

By using a planning approach, we can look at options that make sense for you and give you confidence to make retirement a reality.

 


 

 

Investments

 

Would you like a second opinion or assistance with your investments?  Do you want to be more tax efficient in your non-retirement accounts?  Provide a current statement as well your overall goal and I can offer some guidance.

 


 

 

Life Insurance

 

Life insurance doesn't have to be scary or expensive, but it can provide peace of mind when life is unpredictable.  I would be happy to assist with your life insurance needs.