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Supporting You When You May Need It Most

For recent widows or widowers, we help you navigate your new financial picture. For special needs families, we build a plan for both your own retirement and family legacy goals. For estates & inheritances, we help beneficiaries and executors navigate the maze of RMDs and taxation.

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A Decade of
Experience

In times of uncertainty, remember you are not alone. While it’s natural to feel overwhelmed, there can be hope and confidence when we work together to get organized and create a plan.

Nicholas J. Scheibner, CFP®, EA

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Forging A 

Path Together

Through collaboration & efficiency, we support you through the Risks and Rewards with investing and financial decisions.

Widows & Widowers

Widows & Widowers

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Special Needs Families

Special Needs Families

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Inheritances

Inheritances

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Ways We Can Meet?

Ways We Can Meet?

I believe that communication is the most important part of maintaining a relationship.

Customized<br/>Solutions to Pursue<br/>Your Financial Goals

Customized
Solutions to Pursue
Your Financial Goals

  • I help guide you through your options regarding RMDs for your specific situation. I help you determine what type of beneficiary you are, and which rules apply to you.

  • I help you uncover all of your available benefits through the Social Security system. You will learn if you qualify for Survivor benefits, and when is best to apply.

  • I will create an income tax plan for each year, and create strategies around optimizing withdrawal sources. I can plan for increased or decreased tax years and discuss opportunistic strategies.

  • I help you simplify and consolidate your financial accounts. You will have more confidence in your understanding of your own financial picture.

Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

Our ValuesWho you work with makes a difference.

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Collaboration

2
Efficiency

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Risk and Reward

Resources

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
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The Sequence of Returns

A look at how variable rates of return impact investors over time.
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Contact Supportive FinancialWork With Nicholas

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