He has earned the prestigious Chartered Retirement Planning Counselor professional designation. Achieving this designation helps advance Osaic Wealth, Inc's goal of providing client-centered financial planning services and preparing clients to navigate the changing retirement landscape with confidence. Bill is backed by some of the most specialized legal, tax, and investment specialists in the country. His business is to coordinate your financial situation on a cross-disciplinary basis, taking into account the tax, legal, financial, and product perspectives. His focus is to maximize the financial position with respect to the accumulation, conservation and ultimate distribution of wealth for retirees, wealth accumulators, businesses and nonprofit organizations.
Bill is a member of the Million Dollar Round Table*, Financial Planning Association, the Volunteer State Community College Foundation Board of Trustees, and has held positions in community, church, and civic organizations. Mr. Nichols is married to Sandra of Springfield, TN, and they have three grown children and six grandchildren.