Who We Serve and What We Do Best

Who We Serve and What We Do Best

Dr. Nicholas E. Michels, CFP®

Financial planning isn’t just about the numbers, it’s about your life. And life is about creating experiences and making lasting memories. But how do you create a financial plan that allows you to pursue and enjoy the life you desire? 

We at Michels Family Financial understand this challenge and know how to help you reach your goals. In fact, it’s what we do best. We are experts in our field, but more than that, we are committed to your success. We see our clients not just as a number, but as people with unique dreams and aspirations, and we help guide you to a life where you can do more of what you love, with the people you love. 

Who We Serve

We believe that the relationship between a financial advisor and their client should be more of a partnership, and this partnership must be based on trust. That’s why our promise to clients is to be fully committed to their success—in finances and in life.

Our services work best with faith-based families whose core values and beliefs about money align with ours. They are typically pre-retirees and retirees who are hardworking and have been saving diligently during their income-earning and wealth-building years, and now want to create a better life for themselves, their families, and their community. We also serve business owners, women in transition, and growing families. 

Our clients have good financial discipline but want to learn more about how to have financial stability during retirement. They may need help understanding financial complexities and exactly what steps they need to take to accomplish their goals. This is where our services can help. We thrive on educating our clients about finances and love seeing the impact we can have on their lives. 

What We Do Best

Albert Einstein said, “If you cannot break something down and explain it simply, you don’t know it well enough.” The financial industry is complex and ever-changing; our goal is to help our clients understand it. Fear of the unknown keeps people from reaching their goals, so we strive to break down this lack-of-knowledge barrier by providing free financial education for our clients. Education is one of our core values, and that is represented in my pursuit of my own education as well as our passion to educate others. Having obtained a doctorate in business, a CFP® certification, and a National Social Security Advisor certification, I am equipped to educate my clients on why we do things and the strategies involved. 

By educating our clients, we can deliver confidence, clarity, and results. We accomplish this with our proven Complete Wealth Management process, during which we guide you through three simple, easy steps: 

  • Step 1: The initial meeting. We discuss your goals, assess your current financial situation, and determine what you need to do to achieve your goals. 
  • Step 2: The plan. We provide a custom report that shows you, step by step, how to build, shield, and maximize your wealth.
  • Step 3: The execution. We walk you through the steps in your plan and continue to follow up throughout our relationship, making adjustments as life circumstances change. 

We Are Here for You 

Let’s face it: life can be stressful sometimes. For many Americans, finances are one of the biggest stressors, but it doesn’t have to be this way. At Michels Family Financial, we want you to stop worrying and start living. We help you do this through education, empowerment, and partnership. If you want to learn more about how we can support your family or business to live a more financially confident life, reach out to us at (817) 719-9999 or [email protected]

About Nick

As the founder, CERTIFIED FINANCIAL PLANNER™ professional, and National Social Security Advisor at Michels Family Financial, a financial firm founded on principles. Dr. Nicholas E. Michels spends his days helping clients find financial confidence, clarity, and results they desire. With 15 years of experience, Nick is passionate about helping others create a better life for themselves and their families, ensuring that their money is a blessing, not a stress-ridden curse. Nick prioritizes financial education, empowering his clients with the knowledge that will help them achieve financial security, peace, and happiness. Nick strives to build long-lasting relationships so he can design comprehensive financial plans that help them live out their dreams, using his proven Complete Wealth Management process.

As an accomplished basketball player, Nick became a two-time first-team All-American and Academic All-American basketball player at Dallas Baptist University and was DBU’s 2008 Male Athlete of the Year. This opened the door for him to spend many years traveling the world with Athletes in Action. Not only was this an amazing experience, but it also taught him a lot about pursuing something with passion and finding different ways to help and serve others. His athletic background helped lead him to this career because it gave him the confidence and ability to clarify needs and help his clients succeed. 
Outside of work, you can find Nick staying active and spending time with his wife, Chelsea, and their three children, Daegen, Kinsley, and Nicholas Brooks. To learn more about Nick, connect with him on LinkedIn.


All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Past performance is no indication of future performance.