Know My Plan

Helping clients maintain, build, & transfer their wealth to their loved ones or charities. Financial planning doesn't have to be overly complicated. You don't have to do it alone. I enjoy working with clients who want to build a financial plan together thru a deep understanding of your goals both while working, in retirement, and beyond.

All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.

CERTIFIED FINANCIAL PLANNER™

SunTrust Investment Services, Inc.

VP, Financial Advisor

Financial Advisor

Licensed Financial Sales Consultant 2

I’m a Financial Planner that helps Sales Executives reduce financial anxiety with a 1-Page Plan.

Phone:  704-243-9376 | Email:  nic@knowmyplan.com | Website:  www.knowmyplan.com

I design financial plans for busy executives and their families.

Feel confident about your money with a complete overview of your financial situation

Reduce overwhelm by understanding exactly where you’re at in your journey

Reduce financial anxiety with a high-level plan for the future

You also want to reduce stress, save time, pursue your goals!

As a high earner, you deserve a customized plan to meet you and your family.  No more rules of thumb.  Your goals determine your financial plan, and your financial plan will determine your goals.

The financial plan is your life adventure map.  The plan will need to be monitored and adjusted over time.  That is why we love financial planning.  The process requires relationships built over years!

Securities offered through LPL Financial, Member FINRA/SIPC.  For links to FINRA/SIPC, refer to the Contact Information section above. Advisory Services offered through Independent Advisor Alliance a registered investment advisor and separate entity from LPL Financial. 


Know My Plan is an other business name of Independent Advisor Alliance, LLC.  All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.  Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Nic Nielsen, CFP®

Verity Asset Management

U.S. Navy Reserve

Officer

Wish Clips

Wish Clips are the newest drink accessories for birthdays and parties. They are the first and only candle holder for drinks. Wish Clips provide a fun and unique birthday experience for the entire party.

Wish Clips will also help bars and restaurants  by increasing drink sales and developing returning customers. Bartenders and servers will also have a higher potential of earning more gratuity.

www.WishClips.com

Co-Founder

Palm Wealth Partners

As a financial professional at Palm Wealth Partners my purpose is to build long lasting relationships built on trust and connection. I am passionate about providing the best financial service possible to every client. My main goal as a trusted, professional advisor is to always be available and to provide insightful advice to help guide you through every stage of life by creating a plan that fits you and the goals you want to achieve.
 
My passion and main focus as a Financial Professional is dedicated to guiding current and retired military veterans with their financial needs and to find a plan that will benefit their families and their future financial goals.

US Navy

Tactics Instructor, TTF Kings Bay

Operational and Mission planning on board USS Cheyenne SSN-773

Assistant Operations Officer/Junior Watch Officer

As a US Navy Veteran, I'm intimately familiar with the complexities of transitioning from active duty to civilian life. It's not merely a career shift; it's a complete lifestyle change. From adjusting to increased taxes and cost of living, managing health and life insurance outside the military ecosystem, to reevaluating investment strategies, the transition process can be overwhelming.

Leveraging my military background and financial expertise, I specialize in helping transitioning veterans and active-duty military navigate these financial intricacies. I am dedicated to crafting comprehensive financial plans that encompass all aspects of this new phase of life, ensuring a seamless transition and a secure financial future.

It is my mission to stand beside you, using my experience to serve those who have served our nation, supporting you every step of the way on this new journey.

Investment Advisor Representative, offering advisory services through Verity Asset Management [Registered Investment Adviser]. This profile is designed for residents of the United States only. Investment Advisor Representatives may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all the products and services referenced on this site may be available in every state. For further information and disclosure please visit: https://www.verityinvest.com/social-media/

taplio

The Battle

Nic Nielsen, CFP®

Logan Harris

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