Broker Check
Financial Advisor / An Office of Centric Financial Group, Encore Financial Group

Nick Yaw

ABOUT NICK

Nicholas Yaw is an alumnus of Kent State University, earning his bachelor's in Finance & Management in 2009. He comes from a family of small business owners, giving him perspective in finding solutions to their unique financial needs. As an Investment Advisor Representative with Centric Financial Group, Nicholas helps individuals identify and map out their goals, helping them to achieve financial independence in retirement. Areas of focus include income and asset protection, wealth management, and business and retirement planning. Nicholas enjoys golfing and hiking with his two rescue huskies in his spare time.

MY FOCUS WITH CLIENTS

My conversations revolve around maintaining your ideal lifestyle during retirement to have complete confidence in not running out of money. Full planning includes planning for illness, one spouse passing away before the other, market shocks, and high inflation while efficiently using life insurance to get tax efficiencies. I walk you through the crucial steps before you or your spouse gives up your current job to help ensure you won’t struggle financially.

To create a life-changing financial experience, I work towards sourcing dependable and guaranteed income streams to support you during retirement.

Ongoing quarterly or annual monitoring of your plan helps to ensure you’re reaching your desired goals and making the necessary adjustments.

 

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