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.
Reliable Tools Used By A Trusted Source
Personalized Guidance When You Need It
Helping Entrepreneurs find the right Tools For a Successful future.
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Affiliate Disclosure
The tools listed on this page include affiliate and referral links.
When you sign up or make a purchase through these links, I may receive a commission or referral credit at no additional cost to you.
I personally use these tools in my own business and only recommend products and services that I believe provide real value to entrepreneurs and business owners.
Professional Tax Preparation Services
Nicolette Management LLC provides professional tax preparation services.
Nicole (Nikki) Charette holds IRS credentials including PTIN #P03198192.
We prepare federal and state income tax returns for individuals and businesses using professional tax software.
For tax preparation services, contact us directly or use our Tax Trac software for DIY preparation.
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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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