Nicholson Financial Services

89 Access Road, Suite C
Norwood, MA 02062

Phone: 781.255.1101
Toll-Free: 866.668.1101
Fax: 781.769.2544


Applying discipline to financial guidance.

We believe there is no substitute for giving careful consideration when creating a strategy, plan and action items that can work collectively in pursuit of your financial objectives.

While financial matters can sometimes be complex, we believe in communicating in a plainspoken manner and in putting your portfolio's performance in the clear context of your goals.

We help our clients achieve their goals by using the A-B Approach: "A" is where you are today, and "B" is where you want to be. Our job is to create a plan to get you to "B" with as little risk as possible.

This approach can be best summed up with an airline analogy. No pilot takes off without knowing the flight's destination, and obviously the pilot knows from where the flight is departing.

While the pilot rarely deviates from the flight path, it is sometimes necessary to avoid inclement weather. The same is true for a financial plan. Although the best advice is often to stick to the plan, it is sometimes necessary to deviate from it to avoid "financial storms."

To learn more about how we apply the A-B Approach and the planning process to pursue your financial potential, click here.

Success usually comes to those who are too busy to be looking for it.

— Henry David Thoreau

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