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.
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.
Death and taxes are on deck as Nicole discusses the relationship of these two things that most people prefer to avoid. CPA Wade Christensen shares his expertise on these important and unavoidable things.