Nicholas Pihl, CFA, CFP®
Nicholas Pihl, CFA, CFP® is a retirement planner and investment manager.
Clients work with him when they want help making the transition to retirement.
What makes Nicholas unique is how he helps clients identify the major risks facing them in retirement, and then helps them implement a plan so that they can preserve their financial independence and quality of life for many years to come. This includes areas beyond investment management, such as estate planning, Social Security and Medicare elections, asset protection, and more.
And of course, Nicholas is a fee-only fiduciary. This means he is legally obligated to act in the best interests of each client, and receives no outside compensation or kickbacks that would compromise the integrity of his advice.