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 where he earned his bachelors 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, business and retirement planning. In his spare time, Nicholas enjoys golfing and hiking with his two rescue huskies.

Understand Your Risk Tolerance

Understand Your Risk Tolerance

Find your proportions of Equity to FIxed Income percentages and see where you fall in risk tolerance.

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.

 

Showing Up in Life

Owner of two husky rescues 

Enjoying Life

My family owns several small businesses

Planning for Life

Weekends include time on the golf course!

STARTING THE CONVERSATION

You want to make your portfolio work for you to maximize its potential. There are strategies that can be done to enhance what you are currently doing. Just book an appointment, virtually or in-person to discuss what you can do.


I'm happy to explain our process, solutions, or answer any questions that surface. 

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