Welcome to Nixon Financial Services!

At Nixon Financial Services, we strive to provide you with financial solutions that are tailored to your specific needs. Whether you are an individual, a small business owner or a large corporation, our team of financial experts are here to help you achieve your financial goals.

We specialize in a range of financial services, including investment planning, tax planning, retirement planning, estate planning, risk management and more. Our team has extensive experience in the financial industry and is dedicated to providing you with the highest level of personalized service.

Our investment planning services are designed to help you build and manage a portfolio that is aligned with your investment goals and risk tolerance. Our team will work with you to create a customized investment strategy that maximizes returns while minimizing risk.

We also offer tax planning services to help you minimize your tax liability and maximize your after-tax income. Our tax experts are well-versed in the complex tax laws and regulations, and can help you navigate the tax landscape to ensure that you are in compliance with all applicable laws.

Retirement planning is another area of our expertise. Our team can help you develop a retirement plan that takes into account your current financial situation, your retirement goals, and your expected retirement expenses. We can also help you identify the best retirement savings vehicles, and assist you in making the most of these retirement plans.

At Nixon Financial Services, we understand that risk management is a critical aspect of any financial plan. Our team can help you identify potential risks to your financial security and develop strategies to mitigate those risks. We can also assist you with insurance planning, including life, disability, and long-term care insurance.

Our estate planning services are designed to help you protect your assets and ensure that your wishes are carried out after your passing. We can help you create a comprehensive estate plan that includes wills, trusts, powers of attorney, and other important documents.

Contact us today to schedule a consultation with one of our financial experts. Let us help you achieve your financial goals!