Nicole Williams

Independent Financial Advisor

CFP®, ChFC®, CKA®

True Wealth Partners4570 Churchill St, Ste 130, Shoreview, MN 55126

Broker Affiliation: Osaic Wealth, Inc.

Languages: English

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Pre-Retiree, Retirees or Seniors

Major Milestones I Specialize In

Buying a Home and Relocation, Career Changes or Job Loss, Caregiving for Aging Relatives, Compensation Changes, Death in the Family, Early Retirement or Financial Independence, End of Life and Legacy Planning, Funding Education, Getting Married and Starting a Family, Retirement Planning, Sudden Wealth or Inheritance, Widowhood

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

At True Wealth Partners, we serve individuals and families who want to be intentional with their finances—but don’t necessarily have the time, interest, or desire to manage all the details themselves. Our clients value thoughtful guidance, proactive communication, and the confidence that comes from knowing someone they trust is watching over everything on their behalf. We’re a great fit for those who: Prefer to delegate financial decisions to a trusted professional who understands their goals and values. Want confidence that their financial world is organized, monitored, and aligned with their long-term plan. Appreciate a partner who takes initiative—bringing clarity, order, and steady progress to life’s moving parts. Lead busy lives and simply want to feel at peace knowing their finances are cared for with integrity and attention. Whatever season you’re in, our role is to help you simplify complexity, coordinate the chaos, and move forward with confidence. We take care of the details so you can focus on what truly matters—fulfilling your version of true wealth.

Disclosures

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.