Nicholas Litton, Certified Financial Planner Professional

10/20/2026

I've been thinking a lot lately about what makes a successful transition in the financial planning business.

For an advisor who has spent decades building a practice, succession isn't simply about selling a book of business. It's about making sure the clients and families you've served continue to be taken care of.

I've intentionally invested in building the capacity for that. I've invested in staff, built a team of advisors around my practice, and developed the capacity to serve more clients without sacrificing the personal relationships that make this business special.

I'm looking to connect with advisors who are beginning to think about the next chapter of their practice, whether retirement is approaching or still several years down the road.

I'm not looking for a quick transaction. I'm interested in finding the right fit, developing a relationship, and creating a transition that makes sense for the advisor, their clients, and both of our teams.

If that's something you've started thinking about, I'd enjoy connecting. And if you know an advisor who may be approaching that stage of their career, I'd appreciate an introduction.

10/19/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

10/15/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

10/12/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

10/08/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

10/05/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

10/01/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

09/28/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

09/24/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

09/21/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

How HSAs and FSAs might help your household.