Nick Vail

CRPC
Personal Finance, Retirement, Lifestage Based Planning
90%
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13
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12
Articles
48
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“Nick Vail is dedicated to helping his clients pursue financial success by striving to remove the guesswork from their financial life. He specializes in working with higher ed faculty and staff.”
Firm:

Integrity Wealth Advisors

Job Title:

Financial Advisor

Biography:

I love this business!  I am passionate about building relationships and serving others .  In this business I can only become successful by helping other people become successful - what a powerful thought!  Every client is different, and because of that, presents unique challenges.  No two days, or clients, are alike.  I strive to provide the best service possible to my clients.  I treat each client as if he/she was a close relative that needs my advice.  My clients get to know me well as we engage in their financial planning experience together.  In the long run, my clients become more than just clients, they become friends.

                                                                               http://www.removetheguesswork.com/guesswork-removal-guide/

My focus is on working with higher ed professors and staff.  There is a lack of service and unbiased advice to higher ed employees.  I help these employees to understand and maximize their benefits, save for retirement, create retirement income, and understand opportunities that they have from outside income.  I know that professors have unique needs and challenges and I help them to remove the guesswork from their financial lives.

Check out the articles I have written for the higher ed community.

I spent four amazing years in West Lafayette before graduating from Purdue University in 2011 with a major in Financial Counseling and Planning, and a certificate in Entrepreneurship & Innovation.  I am a Boilermaker alumnus, but my football allegiance lies with the Notre Dame Fighting Irish.  My father and I have been going to games together since I can remember.  Go Irish!

In my free time, I am a huge sports fan.  I also enjoy working out, reading, and spending as much time with my family and friends as possible.

 

Three Fun Facts:

1. Favorite Movie: Good Will Hunting  "How do you like dem apples!?"

2. Favorite Musicians: Leon Bridges and Zac Brown 

3. I am a Dairy Queen blizzard connoisseur.  I will try any of them, but my go to is Reese's.

Education:

BS, Financial Counseling and Planning, Purdue University

CRD Number:

5876579

Disclaimer:

Securities offered through Securities America, Inc., a Registered

Broker/Dealer, Member FINRA/SIPC. Advisory services offered through

Securities America Advisors, Inc., an SEC Registered Investment Advisor.

Integrity Wealth Advisors and Securities America are unaffiliated.

Office address: 8888 Keystone Crossing, Suite 1300. Indianapolis, IN. 46240.

Securities Licensed in IN, MI.

FINRA Broker Check

Videos
  • The Integrity Way | Integrity Wealth Advisors
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September 2016
    Investing
December 2016
    Career / Compensation, Retirement Savings
August 2017
    Personal Finance
May 2017
    Investing, Personal Finance, Retirement Savings
September 2016
    College Tuition

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    IRAs, Starting Out
What's the best kind of IRA for a 20-something?
55% of people found this answer helpful

All of the above answers are great. Too many individuals rely solely on taxable income during retirement. One other benefit to a Roth IRA, your contributions can be taken out at any time - without penalty. This is because they are after-tax contributions. Now, I don't recommend that my clients use this strategy often because a Roth IRA should be earmarked for retirement. But it is a nice thing to know. I've had clients that decide to retire at 50 that make it through their first few years of retirement on their Roth IRA contribution amounts until they can tap into their other asset pools. Roth IRA's are just very flexible.

August 2016
    Financial Planning
What are the benefits of adding a Transfer on Death (TOD) Beneficiary Designation to a joint brokerage account?
29% of people found this answer helpful
September 2016
    Investing, Starting Out
How should I be investing in my teens?
22% of people found this answer helpful
August 2016
    Investing
How should I invest my 403(b)?
10% of people found this answer helpful
October 2016
    College Tuition, IRAs, Taxes
What are my consequences of closing out a Roth IRA and reinvesting the payout?
9% of people found this answer helpful
August 2016