Dr. Nicholas E. Michels, CFP®
If you ask someone what’s most important in life, you’ll likely hear things such as family, faith, health, or life purpose. We all know that money is important, but perhaps it doesn’t reach as high as the others. However, its importance is real because money impacts every part of your life. It can offer security and stability, and will influence every other area that matters most to us.
Sometimes managing the complexity of one’s financial portfolio can be overwhelming and stressful. This is why a trusted financial professional can play one of the most important roles in a person’s life, as objective advice is offered and a long-lasting partnership is formed.
You may be wondering: How can I find an advisor I can trust? How do I make the decision to work with someone over the long haul? At Michels Family Financial, we empathize with these questions and we understand how intimidating it can be to make the choice that’s right for you. Placing your trust in someone with your hard-earned money is not to be taken lightly. Knowing this, we are privileged to have the chance to continue to serve more families, businesses, and individuals who thoughtfully choose to allow us in on their financial journey.
We strive to provide the utmost value to our clients, and we hold a high level of gratitude for the opportunity to serve not just them, but their loved ones as well. We humbly welcome the chance to connect to new clients who may benefit from our knowledge and service to them. Your referrals to us are the highest compliment we can receive, and an integral part of the growth of our business.
The Michels Family Financial Difference
We’ve been fortunate to work with a wide range of clients who refer their colleagues, friends, and family members to us. We believe so many people have referred others to us for a few different reasons:
- A personalized real-world approach. No two clients will be exactly the same, and neither will their financial needs. That’s why we create a plan focused on your unique financial goals. We take the time to outline a customized strategy based on your specific needs, goals, and circumstances.
- Strong relationships. We prioritize a hands-on client-centered approach, which has led us to build long-lasting relationships with so many of our clients. We’re proud to serve as a go-to resource and support system when someone faces a tough decision or goes through a life transition.
- A long-term commitment. We recognize that financial planning and investing is not a static process. Life changes happen and investment objectives can shift over time. That’s why we provide ongoing guidance and support. Whether it’s saving for your children’s college education, planning for retirement, or preserving assets for future generations, we seek to provide the resources and continuous management necessary to keep you working toward your goals.
- A dedicated team. As seasoned professionals, we strive to maintain a high-touch and personalized experience, and to help our clients simplify complex decisions about their money. With a dedicated team of professionals on your side, we hope you can feel more confident as you navigate life’s challenges and planning opportunities.
The People We Serve Best
At Michels Family Financial, we partner with you and help carry your financial burden, aiming to make your wealth work for you, not the other way around. Because we like to form trusted and close relationships with our clients, we also strive to work with people whom we believe we can best serve, specifically families who truly want to create a better life for themselves and those around them. We enjoy partnering with hard-working people who know how to save and want a sense of financial security in their retirement. Delegate your financial matters to a professional you can trust so you can simplify and focus on what’s important.
Can One of Your Loved Ones Benefit From Our Services?
We understand that managing your finances can be a complex and time-consuming process, so we’re here to provide support and expertise to help make it easier. We value personalized attention and care, which is why our team at Michels Family Financial is always happy to provide objective advice to your family and friends too. Our services are designed to help you create a sense of peace, clarity, and stability with your finances, removing the burden off your plate.
If you’re a client with our firm and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. Consider sending this article to them, and if they’re interested in partnering with us, they can reach out to us at [email protected] to get started!
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.