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.