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Prosperwell with Nicole

As a Financial Advisor and Certified Divorce Financial Analyst with Prosperwell Financial, Nicole has been professionally trained in retirement planning for small businesses and practical investments for individuals. Prosperwell Financial is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. www.finra.org www.sipc.org Raymond James financial advisors may only conduct business with residents of that states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investorys outside of the United States are subject to securities and tax regulations within their aplicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Opinions expressed are those of Nicole Middendorf (Wealth Advisor, RJFS) and net necessarily those of Raymond James. www.raymondjames.com/privacy-security-and-account-protection/privacy-notice
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Prosperwell with Nicole
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Now displaying: October, 2017
Oct 31, 2017

What's in the news isn't always what's in your personal best interest.  Nicole explains how well-meaning media outlets trying to get you to click, watch and listen might steer you down a path that doesn't line up with the rest of your goals. 

Oct 24, 2017

Whether you're a current business owner, an employee or student, you'll find inspiration in Alexis Walsko's journey to building her successful firm.  You'll find out how she started and grew her business as well as "what's in a name!" 

Oct 18, 2017

So many people have anxiety around the idea of meeting with a wealth advisor.  There's fear about not having enough money to "plan with," shame surrounding spending habits and so much more.  Don't be afraid!  Nicole explains how this could be the best and most important appointment you ever make! 

Oct 10, 2017

Nicole speaks with CPA Wade Christensen about what business owners need to know about taxes.  Wade and Nicole discuss planning specific for self-employed people and business owners to minimize risk and exposure. 

Oct 3, 2017

A lot of people hope to pay off their homes some day and "own them free and clear."  Sounds great!  But there's more to it and Nicole explains what you need to consider if paying off your mortgage is a goal.  

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