Nicklas Financial Companies

3407 Knipp Drive Jefferson City, MO 65109 1-800-873-5929 Click here to contact Nicklas Financial Companies




Please be advised that we have representatives licensed to discuss with and/or offer financial services and/or investment products with residents of MO, IA, KS, LA. The Nicklas Agency, Inc., dba Nicklas Financial Companies, has agents licensed to discuss with and/or offer insurance products with residents of MO, IL, KS, LA, OK.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Savings Accumulation

Estimate the future value of your current savings.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Tolerating Risk

Whether you are a conservative investor or an aggressive one, it’s likely there are mutual funds that match your risk tolerance.

Every Little Bit Helps

IRA catch-up contributions enable investors aged 50 and older to make up ground in saving for retirement, whether they had a late start or just want to sock away more money.

Protect Your Downside

When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

Six Times More Likely

It may be uncomfortable to consider the possibility that you could become disabled; however, preparing for the possibility now could help you avoid some more serious discomfort later.

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