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Financial Advisors in Lancaster, SC
If you’re a company executive — and especially if you have a family — chances are, you already have enough things demanding your attention without adding in your finances. That’s why we’re here. We’re Know My Plan, financial advisors in Lancaster, SC. We help simplify your finances and get control of your money once and for all.
Just a few things we can help you with:
Insurance Planning
Investment Planning
Estate Planning
College Planning
Retirement Funding
Roth IRA
Save time, quit stressing, and spend your time on what you actually want.
Sound like what you’re looking for? Let’s talk.
Know My Plan is your financial planning partner in Lancaster, SC.
When financial stress is just adding to your long to-do list…
Partner With Us to Make It Simple and Easy
Know My Plan: Fee-only financial advisors in Lancaster, SC
Hi! We’re Nic and Jeff.
We design financial plans for busy executives and their families.
If you want to:
Get a financial plan that isn’t written in “Jargonese”
Get control of your money once and for all
Live your life without that nagging worry about the future (because you know everything’s taken care of)…
… then we invite you to get to know us.
(and why busy executives like you work with us)
Your CPAs In Lancaster, 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
Recently, a prospective family was preparing for the birth of their first child. They asked, “What should we be doing to...
My Biggest Financial Mistake
My Biggest Financial Mistake Growing up, I was a great saver. I would save almost all the money I made. I had a natural...
Our YouTube Channel:
Schedule A Call
A 3-step process to get clarity on your finances and test drive our services.
