Nick Fazio has been privileged to counsel and serve many people across the country for the past 20+ years.

He is passionate about educating and helping people near retirement or now in retirement build retirement plans so they can live their best lives in retirement without the constant worry about their nest egg investments.

Nick specializes in using planning strategies that incorporate math and historical data to build plans that have the highest probability of success in both good and bad markets.

His plans include a balance of risk reduction with growth, lifetime income you can’t outlive, tax reduction strategies and legacy plans to optimize what you leave behind to your loved ones.

This fresh approach ensures a comfortable stress free retirement regardless of market cycles, and other variables beyond a retiree’s control.

Nick’s objective for every retiree is to help them reach their financial goals with greater certainty and ease.