Simplicity. Clarity. Security.
For What Matters Most.
Hi, I’m Nikki Charette!
I'm a Licensed Insurance Broker and Certified Wealth Educator.
I help people secure what they've built through insurance solutions, improve their financial wellness through credit and debt strategies, and simplify their tax preparation with streamlined technology.
Think of me as someone who handles the protection and financial literacy side, not the investments side.
Credit Restoration & Education
Income & Business Growth
Legacy Planning
Helping families & Entrepreneurs grow their potential,
protect their assets, and secure their futures.
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Referral Disclosure
The financial products listed on this page include referral links.
When you sign up through these links, I may receive a referral credit or bonus at no additional cost to you.
These are banking and financial tools I use personally and recommend to help families and entrepreneurs manage their finances more effectively.
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Professional Credentials:
- 2-15 Insurance License
(FL): #W706281
- IRS PTIN:P03198192
- Certified Wealth Educator
- Florida Notary Public
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