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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On September 11th of this year, I experienced several unconnected situations that required me to check in on my priorities and how they gel...
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When and how you apportion your retirement plan and employee benefits between you and your divorcing spouse is an essential family financial...
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Tax Rates OverviewUnder our current tax code, The Tax Act of 1986, as amended to date, the...
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Recently reflecting on some of cinema’s greatest intellectual quotations, I was reminded of movie Detective James Carter’s infamous query in...
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Summer is upon us and in full swing. While you (hopefully) have some well-deserved time off, take the necessary steps to get your financial...
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It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...
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Without the proper perspective you can be your own worst enemy when it comes to financial planning. Finance-related behavior is often...
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When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...
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With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...
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One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
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