Another way to think about how we approach investment management is through the core-satellite model. We want the core of a client's portfolio to get exposure to the “market”, in a cost-efficient manner, yet we also want to take advantage of opportunities beyond the core (satellite) when they present themselves.
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In Business Since 2005
CFP Certified
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Friendly staff, professionals who give great advice.
Our parents actually began using Nikulski's financial planning services to help prepare for retirement after hearing how much we enjoyed working with them.
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