NIM Financial Group Team

One You One Team One Mission

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Gabriela Cheng Mechem

CEO | Author, Speaker, Educator, Advisor | CFEd® CFF® CRPC® NSSA®
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James Jurica

Registered Investment Advisor - CFP® CLU® CHFC® RICP®
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Biran Herndon

CPA | Tax Strategist
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Joshua Rogers

Estate Planning Attorney
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Matthew Schlau

Estate Planning Attorney
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Ryan Molesworth

Planning Specialist
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Tony Olibas

VP Operations and Client Relations
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Steve Hamje

VP Client Communication | Paraplanner
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Mark Myers

Tax Planning Specialist
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Yen Zhang

Medical Benefits Specialist
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Rachel Shi

Client Relationship Specialist
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Services and Products

customization security success

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Wealth Cultivation

Money comes and goes. Wealth is forever. We work with you reviewing your current portfolio to discover weaknesses, inefficiency, and unmet needs and put in place strategies to rectify them. We are constantly by your side, providing all the necessary elements to ensure that your wealth does what you want it to do.

Retirement Coaching

Planning together a personalized, comprehensive journey through a successful retirement covering all aspects of your retirement with a fiduciary duty to you. We are there with you for the entire retirement journey. From the planning stages to the implementation stages and for the necessary adjustments as needs and circumstances change.

Tax Reduction

Most tax is voluntary. We have the top CPAs, tax and trust attorneys, as well as other focused advisor teams to customize your tax planning and eliminate liabilities through proven and sophisticated solutions.

Asset Allocation

A well thought out and executed asset allocation protects your hard earned retirement savings and is able to take advantage of opportunities as they arise. We help you maximize your money's potential and minimize or eliminate unnecessary risk through customized plans

Retirement Income Planning

In retirement, it is the income that decides lifestyle, not net worth. We help our clients analyze, compare and execute a retirement income plan that is protected against timing, inflation and longevity risks. When the paycheck is replaced after retirement, and when the lifestyle check is secured, it naturally makes our clients a better investor (one who is neither fearful nor greedy) who then can make the best decisions on their investments.

Medical Benefits

We provide thorough research based on your doctor's preference, prescriptions, and medical needs and offer the best choices of Medical and Medicare plans. We provide support and services to apply and update the plans to make sure they are adjusted to your evolving medical needs.

Roth Conversion

In retirement, taxes can be one of your largest expenses and is the one where you have the least control. We help you compare, prepare and execute the most suitable plans to gain more balance and control and to minimize your tax liabilities.

Social Security Benefit Maximization

We analyze and utilize ideal outcomes for social security benefits to present the most advantageous claiming strategies based on your benefit amounts and family situations, such as disability, spousal benefits, social security timing, etc.

Legacy Planning

Build a Tax-Free Legacy that is creditor-proof and divorce-proof. We work with top-tier, large attorney firms and with the best attorneys to create for you the ongoing support a strong legacy plan needs. We help you retain counsel so that your legacy plan can evolve as circumstances change, not just to do paperwork and documents.

Nim's Partners

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Royal Neighbors Logo
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Contact NIM Financial Group

Phone: 949-207-9363Fax: +1 949-449-8285Email: hello@nimfinancialgroup.com
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NIM Retirement Group is proud to offer you a COMPLIMENTARY copy of our latest book and other important information for a successful retirement.