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:

category 1

Insurance Planning

category 2

Investment Planning

category 3

Estate Planning

category 4

College Planning

category 5

Retirement Funding

category 6

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


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 Lancaster 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.

Success! Check your email inbox for next steps!

We’ve Prepared Your Guide For You…

…Just Tell Us Where To Send It

Success! Check your email inbox for next steps!

Pin It on Pinterest