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Strategic Financial Group, LLC

Daniel "Dan" M. Nichols

Registered Representative & Insurance Agent
  • ABOUT US
    • About Our Firm
    • Meet Our Team
    • Our Alliances
    • Our Strategy
  • OUR EXPERTISE
    • Process
    • Solutions for Individuals
    • Solutions for Businesses
  • CLIENT EDUCATION
    • Newsletters
    • Helpful Links
  • CLIENT LOGIN
    • New York Life
    • NYLIFE Securities
    • MainStay Investments

OUR STRATEGY


Focus on building the best possible business.
If you are great, people will notice and opportunities will appear.

- Mark Cuban

Our strategy is to provide our clients with an economic model that allows them to determine if the financial decisions they have made are accurate and appropriate to their situation. We focus on strategies and processes that must be verifiable and structurally sound, and must work under any given set of circumstances. Our process includes tools and strategies that allow dollars to work harder, lower taxes, increase protection and improve risk management.

Using the Lifetime Economic Acceleration ProcessTM, we help our clients to understand that there is no such thing as a separate or segregated financial decision. Because, if you spend a dollar for something; you've lost an opportunity somewhere else. We do not provide boilerplate solutions. Instead, we incorporate the principles of economics such as supply and demand, opportunity cost, and flow of money. We use a scientific tool for objectively analyzing your present financial situation and developing a new and more effective approach.

We create a comfortable environment to help educate our clients so they understand the impact and effect that ALL of their financial decisions will have, now and in their future. We use economic principles that are time honored, easy to implement, monitor and change to keep up with life's ever-changing circumstances. Above all, we believe if clients are aware of the challenges that we all face from now through retirement, and are able to develop contingency plans, it will add to their peace of mind.

Learn More About Our Process
Disclosure

Daniel Nichols is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0H62283), CO, CT, DE, FL, GA, MA, MD, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TX, VA, VT, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Daniel Nichols is licensed and authorized to offer insurance in California, but Strategic Financial Group, LLC may not be. For additional information on California licensure status, please click here.

Daniel Nichols is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 99 Hawley Ln Ste 1400, Stratford, CT, 06614, 203-385-5100. In this regard, this communication is strictly intended for individuals residing in the states of CT, DE, FL, NJ, NY, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Michael Gabriel is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0K03990), CO, CT, DE, FL, GA, IA, IL, MA, MD, MO, NC, NH, NJ, NY, PA, SC, TX, VA, and VT. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Michael Gabriel is licensed and authorized to offer insurance in California, but Strategic Financial Group, LLC may not be. For additional information on California licensure status, please click here.

Michael Gabriel is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 99 Hawley Ln Ste 1400, Stratford, CT, 06614, 203-385-5100. In this regard, this communication is strictly intended for individuals residing in the states of CT, DE, FL, MA, MD, NC, NH, NJ, NY, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Robyn Reilly is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0G58985), CT, FL, MA, ME, NY, OK, OR, RI, and SC. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Robyn Reilly is licensed and authorized to offer insurance in California, but Strategic Financial Group, LLC may not be. For additional information on California licensure status, please click here.

Robyn Reilly is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 50 Anthony Ct, Bethany, CT, 06524, 203-668-3008. In this regard, this communication is strictly intended for individuals residing in the states of CT, FL, and NY. No offers may be made or accepted from any resident outside the specific states referenced.

Amar Bellara is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0L35747), CT, DE, FL, IL, IN, MA, MD, ME, NC, NH, NJ, NY, OR, PA, RI, SC, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Amar Bellara is licensed and authorized to offer insurance in California, but Strategic Financial Group, LLC may not be. For additional information on California licensure status, please click here.

Amar Bellara is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 99 Hawley Ln Ste 1400, Stratford, CT, 06614. In this regard, this communication is strictly intended for individuals residing in the states of CT, FL, GA, MA, ME, NC, NH, NJ, NY, OR, TX, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Amar Bellara is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CT, FL, GA, MA, ME, NC, NH, NJ, NY, OR, TX, and UT. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Strategic Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Strategic Financial Group, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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Strategic Financial Group, LLC

Daniel "Dan" M. Nichols

Registered Representative & Insurance Agent
  • ABOUT US
    • About Our Firm
    • Meet Our Team
    • Our Alliances
    • Our Strategy
  • OUR EXPERTISE
    • Process
    • Solutions for Individuals
    • Solutions for Businesses
  • CLIENT EDUCATION
    • Newsletters
    • Helpful Links
  • CLIENT LOGIN
    • New York Life
    • NYLIFE Securities
    • MainStay Investments
  • CONTACT US

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