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Nicole T. Cole, MBA
Nicole Cole Financial Services Group
Largo, MD - Licensed to provide services in these states: MD-DC-VA-DE
Comprehensive financial planning - Contact Nicole
- Specialties
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- Comprehensive financial planning, employee benefits and retirement planning
- Unique Services
- Privacy Policy
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- Your information will not be sold or rented. Read more
- Your privacy is taken very seriously and neither your contact information nor your financial information will be shared with another professional outside of the advisor's firm or any organization, unless you expressly allow it. You can opt out of educational emails at any time.
Nicole's New Service: "The future of planning"1
Developed with a Leading Behavioral Economist and top Certified Financial Planners TM
Nicole's complimentary service is powered by Boulevard R, a social venture whose mission is to make independent financial strategies available for everyone - with no strings attached.
Boulevard R created its process by working with top independent financial planners and a leading behavioral economist from MIT and Duke who was named one of Fortune's 10 new gurus of the year and is also a bestselling author.
Do you know if you're on track?
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Schools also using
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This video gives a short tour of the 3 step process
Take a peek at the future - get your complimentary Dashboard and Starter Roadmap.
About Nicole Cole
Nicole Cole is a fee based (fee and commission) financial professional and wealth manager.
Nicole provides clients with a personalized, needs-based financial plan that is built around their personal circumstances, goals and dreams. Nicole's primary goal is to understand the specific situation and needs of each client and then create a plan that will help guide Nicole's clients towards their financial goals.
Securities provided through NEXT Financial Group, Inc. Member FINRA and SIPC. Nicole Cole FSG is not affiliated with NEXT Financial Group, Inc.
As a financial planner, Nicole creates comprehensive plans to help clients achieve their goals. Part of the process is also educating clients on the decisions that go in to making these plans, why exactly they are being made and some of the possible circumstances that their decisions may have.
In particular, Nicole specializes in comprehensive financial planning, retirement planning and employee benefits. Nicole can apply this additional expertise and knowledge in these fields to financial plans to better serve clients as they plan for different stages of their lives.
The needs and interests of Nicole's clients will always come first. In addition, three things that are very important to Nicole with regards to financial planning are retirement planning, federal employee benefits planning, cash flow budget management, advising small business owners on group benefits and retirement planning.
Securities provided through NEXT Financial Group, Inc. Member FINRA and SIPC.
Nicole Cole FSG is not affiliated with NEXT Financial Group, Inc.
Experience
- Owner, Consultant & Financial Professional
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Phase V Consulting
LLC; 2-4 employees/contractors
- December 2009
President, Business and Financial Consulting including business strategy and planning services as well as business plan and operations training. Group benefits consulting.
Websites
Education
1995-1997
Kellogg Graduate School of Management at Northwestern University
M.B.A., with concentrations in Finance & Health Services Management
1987 - 1991
University of Maryland at College Park
B.S., Marketing, with a concentration in Spanish Languages
2004 to Present
Financial Licenses
Series 6, 63, 65
2004 to Present
Insurance Licenses
Life, Health, and Annuity
2006-2008
Center for Fiduciary Excellence (CeFEx - FI360)
Accredited Investment Fiduciary
2007 to Present
DALBAR, Inc.
Certified Fiduciary Advisor
Unique Services Offered by Nicole
Nicole specializes in providing the following services:- Path to Self-Fulfillment Consultation
ABOUT THIS SERVICE This 1/2 to 2 hour consultation gives you the opportunity to create your own Value Web(TM) to support your current and future decisions, goals, and lifestyle and ultimately put you on the Path to Self-Fulfillment.
In working with numerous clients, I've realized our self-fulfillment doesn't come from the tools you have (money, time, energy). It comes when we use those tools to achieve the principles we value, in ways that are important to us, for and with people that we cherish most.
I look forward to supporting you in creating and walking your path to Self-Fulfillment!
Contact Nicole to learn more
- Retirement Income Planning Consult
ABOUT THIS SERVICE We've all achieved significant milestones in our lives. But what prepares us for life after achievement of the "retirement" milestones?
Well you can prepare for that life right now! Create certainty around one of our most uncertain life goals. You've likely created a budget for car and home purchases and spent months researching and planning those purchases. And then after, made sure to insure those to reduce your risk in case the unfortunate happens.
Isn't your retirement even more important than those purchases? Do you know the price of your life after work? Do you know that you can insure that purchase as well?
Meet with me to get a fuller understanding of your retirement and create a plan for income replacement and protecting this key asset for your and your loved ones futures.
Contact Nicole to learn more
- Comprehensive Financial Planning
ABOUT THIS SERVICE How much time do you spend planning a vacation? Imagine the variables that you consider in that planning - budget, location, family desires, personal preferences.
Is planning your financial future just as if not more important?
Like a travel agent, I can help you plan and implement your comprehensive financial plan. This plan will consider the way you manage: cash flow, debt, investments and assets, and risk -- to achieve the goals you have which require money and time. A comprehensive plan's purpose is to be sure that each of those variables are coordinated and working together to help you achieve your goals (i.e., retirement, college, large purchase) effectively.
Please schedule a 1 hour complimentary initial consultation to discuss your goals and determine if having a comprehensive plan makes sense for you.
Contact Nicole to learn more
Related Terms: Retirement planning, federal employee benefits planning, cash flow budget management, advising small business owners (esp. federal contractors) on group benefits and retirement planning.
Nicole Cole Financial Services Group
9701 Apollo Drive Suite 447
Largo, MD 20774
301-322-8104
Contact Nicole
Sign Up for a Complimentary Starter Roadmap
The Complimentary Starter Roadmap can help you reach your goals and identify possible areas where you can financially protect yourself.
What you get:- Find out if you're financially on track
- Get suggestions on your key financial goals
- Receive ideas on potential ways to financially protect yourself
