Our Process

Becoming a client

At Assante, we make sure you have all the information you need before making such an important decision as choosing a financial advisor. We provide all prospective clients with a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients. We listen to your goals and dreams, evaluate your current financial situation, then formulate a plan to help you meet those goals. In the end, you will have a plan that addresses all of your needs by providing the most effective solutions for you and your family.

To learn more about the benefits of being an Assante client, take a closer look at our customized approach below, or contact me at your convenience for a private consulation.

Our Steps

 Module 1



First, we get to know you, your financial situation and your needs. By understanding your personal financial situation we can complete a full Personal Financial Review to understand and design a financial plan customized for your unique situation.


 Module 2



We will conduct a thorough analysis of your current financial situation, drawing on the expertise and experience we offer at Robert A. Nicholls & Associates. We also have the ability to draw on Regional wealth planners that specialize solely in tax law, business planning succession etc. to make sure all your needs are met. By doing a needs analysis we can recommend the ideal Portfolio mix for your investments and Insurance solution for your insurance & estate needs.


 Module 3



We understand that each person and each business is unique. Your customized financial strategy will identify and offer strategies to address the challenges regarding saving for retirement, planning for your estate needs, business succession planning, tax optimization and much more.


 Module 4

 Monitor and   Review


We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your lives as well as in the investment markets, tax law and econmonic realities. We are committed to ensuring your plan stays current and that it addresses all your needs and keeps you in the best financial position possible.