Financial Advisors in Fort Mill, SC

Are you dealing with anxiety when it comes to your financial life? We’re Know My Plan, a financial firm helping junior and senior executives in Fort Mill SC simplify their financial lives.

Does this sound anything like you?

You have financial goals but no idea how to pursue them.

You often find yourself worried about the future. College, retirement, building a legacy.

You don’t have the time to learn a lot about finances.

You’d love to outsource your finances but don’t know who to trust.


We’re Your Certified Financial Planners In Fort Mill, Sc.

Here are some of the things we can help you with:

category 1

Insurance Planning

category 2

Investment Planning

category 3

Estate Planning

category 4

College Planning

category 5

Retirement Funding

category 6

Roth IRA

…among others.

Save time, reduce stress, and pursue dreams.

If you’re tired of feeling overwhelmed by your finances…

Then You Need A Plan

Know My Plan: Financial Advisors in Fort Mill, SC

Believe it or not, financial plans don’t have to be confusing and complicated. 70-page documents are for financial planners. But you need a one-page simplified set of next steps to pursue your financial goals and enjoy the life you dream of.

Hi, We’re Nic and Jeff, On A Mission To Help You

If you want a financial partner that will…

Act only in your best interest.

Be fee-based and independent (paid by you and only you!).

Make custom tailored plans built around your unique needs.

…then you want to meet us.

(and why we’re the right fit for each other)


Your CPAs In Fort Mill, SC

Nic Nielson


Jeff Walters


financial fortress blueprint

Get Your Financial Fortress Blueprint

A 3-step process to share your financial goals with Nic and Jeff and make an informed decision about our services.

Dollars And Diagrams – Our Blog: 

Schedule A Call

A 3-step process to get clarity on your finances and test drive our services.

Contact Fort Mill Financial Advisor

graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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We’ve Prepared Your Guide For You…

…Just Tell Us Where To Send It

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