Megan Nichols
Financial Advisor | HFG Trust | Simplify Life
- Role
- Financial Advisor at Hfg Trust
- Location
- Richland, WA, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Sep 2015 — Present
We are a fee-only state chartered trust company specializing in fiduciary investment management and financial planning. We are committed to helping our clients secure long-term financial success through disciplined investment and wealth management strategies based on their specific personal needs.
Education
Columbia Basin College
Associate of Arts and Sciences (A.A.S.)
2010 — 2012
Washington State University Tri-Cities
Bachelor of Arts (B.A.)
2012 — 2014
Skills
- Retirement Planning
- Sales
- Leadership
- Customer Satisfaction
- Retirement
- Securities
- Estate Planning
- Social Security
- Wealth Preservation Planning
- Asset Protection
- Customer Service
- Life Insurance
- Business Networking
- 401(K) Retirement Savings Plans
- Protection Planning/Family Security
- Long Term Care Insurance
- Networking
- Creative Problem Solving
- Medicare
- Investments
- Customer Relations
- Small Business
- Insurance
- 401k Rollovers
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