Nick Nauta
CFP® , CLU®
Shotwell Rutter Baer
Certified Financial Planner™
Nick Nauta
CFP® , CLU®
Shotwell Rutter Baer
Certified Financial Planner™
To me, living a rich life is more about who you are, what your vision is, and being able to pursue your dreams, rather than how much money you have. As a fee-only financial planner, my goal is to help you live the "rich life". - Nick Nauta, CFP® , CLU®
Working as a fee-only financial planner to help clients to balance living their life to the fullest now, while planning for the future
Nick Nauta is a Lansing, MI fee-only financial planner. Shotwell Rutter Baer provides financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Nick Nauta is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Nick Nauta has been practicing financial planning since moving to the Lansing area in 2006. After studying Financial Management and Economics at Northern Michigan University, Nick ventured into the financial planning industry. Having a young daughter and wife, Nick wanted to stay in Michigan. At the time he graduated, one of the few jobs available for a finance major was as a financial advisor.
Nick struggled through his first few years in the profession. He relates the struggle to his early memories of money living in Spring Lake, Michigan. One of the things he learned about money when he was growing up was the people who seemed to have the most of it, weren’t inherently happier than those who didn’t. When he started in the financial advising industry, the profession appeared to be all about making money, something he didn’t hold in high esteem.
Some years later, around the time his son was born, Nick finally started to figure out his place in the financial planning world. He was challenged to answer the question of why he did what he did. Thinking back on his early memories of money, he concluded he was in the financial planning profession to help people realize their life goals.
Nick enjoys giving back to the community as well as his profession. He is currently the board president of the Davies Project. He also serves on the board of Loave's and Fishes homeless shelter, Delta-side business association, Kiwanis of Delta Township, and is an ambassador for the Lansing Regional Chamber. He is a member of the National Association of Personal Financial Advisors and the Financial Planning Association.
Nick Nauta is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Independent & Fee-Only Advisors 100% Dedicated to Serving our Clients
Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. Because we do not make commissions by selling financial products and are compensated only by our clients, we believe that many of the conflicts of interest that plague the financial services industry are eliminated. We work for our clients, period.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Divorce Planning
- Investment Management
- Financial Coaching
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- College Professors
- Sudden Life Events
- Socially Responsible Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Fixed Fee Options
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Nick Nauta is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Nick Nauta is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Nick Nauta is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Nick Nauta is a Chartered Life Underwriter® (CLU®)A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.
Contact Nick Nauta
Office Locations:
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6350 W Michigan Ave
Suite 200
Lansing, MI 48917
