ABOUT US
Welcome to
Asset Guidance Group, LLC,
a registered investment advisor!
Planning for retirement can be overwhelming. At Asset Guidance Group, LLC, we're here to guide you every step of the way. Our personalized, comprehensive strategies are designed to secure your financial future. Whether you're an entrepreneur, a family, or an individual, our expert fiduciary advisors provide the best retirement investments, tailored financial advice, and a clear path to your goals.
We offer a broad range of financial services, including investment design, tax preparation, asset management, stock selection and trading, and portfolio performance optimization. Trust us to help you achieve financial security and peace of mind.
Your Trusted Partner in Holistic Retirement Planning and Fiduciary Financial Advisory Services
Our Mission
At Asset Guidance Group, LLC, our mission is to provide personalized, comprehensive retirement planning and fiduciary financial advisory services that empower our clients to achieve financial security and peace of mind.
Our Story
Founded by Wallace R. Nichols, MBA, JD, CFP, we started with a vision to help small business owners, families, and individuals navigate the complexities of retirement planning. From our humble beginnings, we've grown to become a trusted advisor for clients seeking tax-efficient, tailored financial solutions. Watch the video to hear the rest of the story:
Our Team
Meet our dedicated team of experts by clicking the link on each member's name:
Wallace R. Nichols, MBA, JD, CFP: Founder and Principal
Jarod W. Nichols: Investment Advisor Representative; CFP Candidate
Our Values
We are guided by integrity, transparency, and a commitment to excellence. Our client-centric approach ensures that your best interests are always our top priority.
Marketing Specialist
What We Offer
We specialize in comprehensive retirement planning, investment management, and tax optimization strategies. Our holistic approach covers all aspects of your financial life, ensuring a secure and prosperous retirement. Trust us to help you achieve financial security and peace of mind.
Community Impact
At Asset Guidance Group, LLC, we believe in giving back. We are actively involved in community initiatives and support various charitable organizations. We created our own 501(c)(3) charitable organization, Center for Holistic Education in Retirement Planning ("CHERP") to foster better, non-sales-focused, and more holistic, presentations to better educate the general public about retirement planning.
Click Here to Learn More About CHERP.
Our Future
Looking ahead, we aim to expand our services and continue innovating to provide the best financial solutions for our clients.
AUTHORED WORKS
Books, Whitepapers, and Other Works We've Authored
Best Father - by Ashlea Nichols 2021
The National Association of Experts, Writers & Speakers 2016 Media & Communications EXPY for the Brian Tracy Show
National Academy of Best-Selling Authors Best-Sellers Quill 2016 for Masters of Success
Hollywood Live with Jack Canfield 2016
2015 - 2021
Pack a Sweater
Masters of Success (Collaborative)
Advanced Medicaid: Asset Planning, Hearings, Appeals (NBI)
New Medicaid Rules, Requirements & Changes--Are You Ready?
The Four Ts of the Retirement Apocalypse
Protecting Assets While Qualifying for Medicaid (NBI)
Medicaid Planning: Helping Clients Afford Nursing Home Care (NBI)
Elder Law: Top Challenges
PARTNERS
Who We Work With
Small Call to Action Headline
Asset Guidance Group, LLC, has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.
Join Us On This Journey
Interested in learning more about how we can help you achieve your financial goals?
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Contact Information
Email: [email protected]
| Phone: 404-348-4120 | Address: 1875 Old Alabama Road, Suite 645, Roswell, GA 30076-2264
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If You'll Let Us!
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