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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:
Insurance Planning
Investment Planning
Estate Planning
College Planning
Retirement Funding
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
CERTIFIED FINANCIAL PLANNER™ Practitioner
Jeff Walters
CERTIFIED FINANCIAL PLANNER™ Practitioner
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:
Financial Planning for Kids
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My Biggest Financial Mistake
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Our YouTube Channel:
Schedule A Call
A 3-step process to get clarity on your finances and test drive our services.
