Stacey Nickens is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Elm3 Financial Group in Alpharetta, GA and the surrounding communities.
Elm3 Financial Group, LLC combines the expertise of Certified Public Accountants and independent, fee-based Registered Investment Advisors to provide quality services that will improve your total financial well-being. Elm3 was founded with the goal of assisting our clients in every aspect of their financial lives. For each client we strive to help create financial stability and security to provide financial independence.
Ms. Nickens offers her clients many years of experience in the financial services and banking industries. Her vast understanding of issues, such as tax planning, retirement planning, estate planning, real estate, economics, and international markets, has earned her the trust and respect of her clients. She graduated from Purdue University with a BS degree in Management specializing in Accounting. She is a Certified Public Accountant (CPA), and a Personal Financial Specialist (PFS). She received her MBA in Finance from Northwestern University's Kellogg Graduate School of Business, and the Certified Financial PlannerTM designation from the College of Financial Planning
Stacey is a member of the Financial Planning Association (FPA), the American Institute of Certified Public Accountants (AICPA) - Tax and Personal Financial Planning Divisions, the Georgia Society of Certified Public Accountants (GSCPA), and the National Association of Tax Professionals (NATP).
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There is an antidote to the anxiety and uncertainty that often mounts as the calendar advances through summer, fall, winter...and inevitably,...
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Money might not be the best topic to introduce on a romantic evening, but it’s the talk you must have before you load up the moving van or take...
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If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...
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Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...
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The Problem/GoalStarting over is never easy. At 41, with four children to take care of, beginning a new life can put a pinch on anyone’s...
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Keeping money in an account whose interest rate hovers below 1% may not hold much appeal in a world where return on investment is king and...
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Part III: More Estate Planning DocumentsLast month we looked at the first of the basic estate planning documents — the will — and at the...
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"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...
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A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
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When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...
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