In a world of countless options for financial advice and investment management, Nicollet Investment Management stands apart… We believe in the power of your story; as your goals speak volumes about who you are. The financial planning and investment management we provide are all grounded in a detailed understanding of you. While our analysis includes a deep dive into the numbers, we can’t go anywhere on this journey without truly listening to what you have to say.
We begin the journey by getting to know you,
your family, and your business. We need to hear what you’re thinking and understand where you’re headed. We’ve helped people like you plan their futures since 1971, and our success as a fee-only financial advisor is based upon extensive experience and understanding of both the common and unique financial choices.
To be complete in our work, we must address critical topics like tax efficiency, cash flow planning, long-term care, estate planning, and consideration for a host of other things. We explore all aspects of your finances today and the choices you will face later, and then analyze how things come together over the years.
You’re rewarded for all this hard work by receiving specific recommendations on how to optimally structure your investments in order to reach your financial goals.
The end result is a customized solution tailored just for you.
At Nicollet Investment Management we believe that each of us has different needs. We don’t adhere to a one-size-fits-all model, and you won’t fill out impersonal questionnaires as part of our process. We simply sit down and talk with you, getting to know you (and vice versa) before we’re even hired.
We complete an in-depth analysis of all our clients’ current and projected financial situation. This work extends far beyond the basic “can I retire?” report offered by other firms.
A few of the topics we address on a regular basis include:
How to fund your children’s college education while planning for retirement
How to integrate plans for unexpected events like disability or long-term care
How to balance your own financial needs with a desire to leave something to your heirs or to charity
When you should start Social Security
The plusses and minuses of a lump-sum distribution versus annuity payments from a pension plan
When to set up a trust
How things change when a spouse passes away
How to get money out of your retirement accounts tax-efficiently
How to ensure a disabled family member is cared for after you’re gone
How to protect what you’ve saved
How to pay for a kitchen remodel
…and so many more!
CURIOUS TO LEARN MORE?
We’re curious to learn more about you, too.
We’d love to talk to you about your financial goals and dreams. We’ll listen carefully in order to understand the things that concern you. If you contact us, we will answer all your questions about what we do without any obligation on your part. It all starts with a phone call or email.