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Contact NIM Financial Group

Phone: 949-207-9363Fax: +1 949-449-8285Email: hello@nimfinancialgroup.com

Retirement is not an event - It is a journey.

We help you

retire early

retire Safely

retire Wealthy

retire early

Start your Journey

Select Your Journey
Welcome On Board

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Millionaire and Multi-Millionaire Retirement Strategy

Most of our retirees and pre-retirees who come to us are already millionaires and multi-millionaires in investment, IRA, 401(k) and/or other pension or retirement program assets. We help protect their wealth to stay millionaires and multi-millionaires. We provide a full range of retirement planning and investment management services including but not limited to tax reduction, social security maximization, medical benefits optimization, retirement income optimization and legacy planning to help you provide for loved ones.

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The Ultra High Net Worth Club

We provide powerful, highly customized and sophisticated strategies to very wealthy individuals and their family members. If you have a net worth of $5 million or more, you can join our Ultra High Net Worth Club. We represent and partner with top tax attorneys, wealth management advisors and the largest and most sophisticated financial institutions in the country and around the world to dramatically reduce taxes, preserve individual and family wealth and to create tax-free and secured wealth for future generations. Qualified individuals can join NIM's Ultra High Net Worth Club at no cost.

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Superstar Company Professionals and Executives

We help professionals, managers, and executives who have large 401(k)s significantly reduce taxes owed on distributions and/or legacy to beneficiaries from their 401(k)s. We have special expertise in turning taxable stock appreciation into tax-reduced or even tax-free appreciation.

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WEALTH CULTIVATION  RETIREMENT COACHING  TAX REDUCTION
 ASSET ALLOCATION  RETIREMENT INCOME PLANNING  MEDICAL BENEFITS  ROTH CONVERSION  SOCIAL SECURITY MAXIMIZATION  LEGACY PLANNING

On this journey, the most important asset we have is time. Time is the only asset we possess that cannot be replaced and is the most important element in planning for the best retirement possible.

We help you retire as early as possible so you have the time and energy to enjoy it.

We help craft the best strategies and practices to protect and preserve your family legacy and wealth.

We help customize specific plans to match your unique needs and goals.

We help implement advanced solutions to improve efficiency, performance, and safety.

About Us

WEALTH CULTIVATION  RETIREMENT COACHING  TAX REDUCTION
 ASSET ALLOCATION  RETIREMENT INCOME PLANNING  MEDICAL BENEFITS  ROTH CONVERSION  SOCIAL SECURITY MAXIMIZATION  LEGACY PLANNING

Here at NIM, our Mission is to help as many people as possible achieve financial success and enjoy total financial peace of mind in retirement. We strive to ensure that the financial strategies we implement with you are structured to grow with your dreams and your goals in life. We are dedicated to simplifying the complex and customizing everything we offer to exactly fit your unique needs. Here at NIM, we focus on building, enjoyment, and preservation of wealth. We base our reputation on the satisfaction and success of you and all our clients. Our Mission is to work as hard as possible to help you achieve financial success and peace of mind in retirement.

Testimonials

From the very first conversation with Tony and Gaby (and the rest of the NIM team), NIM Financial Group was committed to making our retirement plans the best it could be. Thanks to their collective and expert knowledge in financial planning, taxation and wealth management strategies, we will be able to enjoy our retirement years well situated to weather our current economic uncertainties. They were able to take our mix of financial accounts and craft a singular retirement plan that maximizes our investments and provide sound tax strategies protecting our hard earned dollars. We can not thank NIM Financial Group enough for creating a peace of mind as we enter into our new chapter of life.
- George & Sheryl Parker -
I love everything NIM does. For somebody who is not sure about retirement finance, I would never have figured out how things would benefit me the most. I was even more unsure while going through a lot of research and information and not understanding most of it. Talking to the NIM team on the phone since the first time, they have helped me out so much. This is the best experience I have ever had, most definitely. I highly recommend NIM to anyone that’s looking into retirement. I have recommended NIM to all my friends at work. P.S. Gaby is my favorite person!
- Timothy A. Allbee -
Very professional. They recommended insurance In May if S&P goes up I prosper. If it goes down my investment is guaranteed. The S&P has declined 12% since. 
- Russellreno Limprecht -
Gaby has been so helpful getting our 401K funds moved. She has been available when I needed her and explained everything very well. She is a positive thinker and easy to work with.
- April Settell and Dave May -
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Certifications

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- Grow and Protect Your Wealth -
Nim financial Group

One You One Team One Mission

Gabriela Cheng Mechem

CEO | Author, Speaker, Educator, Advisor | CFEd® CFF® NSSA®
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Jason Kurchner

CFP® | Advisor
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Biran Herndon

CPA | Tax Strategist
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James Jurica

Registered Investment Advisor - CFP® CLU® CHFC® RICP®
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Casey Cason

Register Investment Advisor
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Joshua Rogers

Estate Planning Attorney
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Matthew Schlau

Estate Planning Attorney
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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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Martin Garcia

VP Case Management
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Joe Wise

VP Corporate Communications
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Ryan Chester

Solution Specialist
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Joe Clark

Solution Specialist
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Lisa Martinez

Solution Specialist
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Tony Sherman

Solution Specialist
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Peter Tsu

Solution Specialist
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Mark Myers

Tax Planning Specialist
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Yen Zhang

Medical Benefits Specialist
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Leslie Husarenko

Case Management Specialist
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Andrew J. Weinhaus J.D., LL.M.

JD, LLM, CPA, ERISA & Estate Tax Attorney
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GIVING BACK

We believe in charity. When you give to those in need, you say two things: first, that you're willing to help make the world a better place, and, second, that the people you're helping deserve compassion. A community is built and thrives because of those people who care enough to give their time and resources. Here are a few of the charitable organizations we support.

Children's Miracle Network Hospitals

childrensmiraclenetworkhospitals.org
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National Association For Gifted Children

nagc.org
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World Council for Gifted and Talented Children

world-gifted.org
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Office Locations

- Contact us -

Contact NIM Financial Group

Phone: 949-207-9363Fax: +1 949-449-8285Email: hello@nimfinancialgroup.com
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