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BIO and Mission Statement for Nicholas H. Pacheco, CLTC

Personal Background:

Nicholas Pacheco, CLTC grew up in Tiverton, Rhode Island and currently resides with his family in Cumberland, RI. He graduated from Rhode Island College with a Bachelor’s Degree in Finance. He also joined the Rhode Island Army National Guard in 1995 and has completed three tours of duty, while continuing to serve as a Major for a unit in Cranston, RI. Nicholas enjoys time with his family and maintains a healthy and active lifestyle.

Business Background:

Nicholas currently serves his clients as an independent insurance agent and Financial Services Representative with Independent Benefit Solutions, LLC located in North Providence, RI. He has over fifteen years of proven and award-winning professional experience in the financial services and insurance industry. Nicholas is fully licensed and insured in seven states and provides top quality personal service and professional guidance to his clients regarding all aspects of their insurance and retirement income planning needs. The reason he got into this industry was due to a unique desire to help people plan for and attain their goals while simultaneously providing for his own family. He is a trustworthy, experienced, hard-working, caring and reliable person.

Mission Statement:

Nicholas will be the sole resource and leading local provider of retirement income solutions and tax-favored, asset protection strategies for the goal-oriented individuals he serves. He helps his clients develop a detailed plan to secure a comfortable lifestyle by providing the expertise, advice, resources and services necessary for them to succeed and achieve while working on a referral-only basis.

Value Statement:

Nicholas will provide the leadership, integrity, and personal touch his clients deserve. He believes that everyone should be treated equally and fairly and will always put his clients’ interests before his own. He hopes to create a positive and lasting impact on the lives of each person he meets and ensure each client is confident in the important decisions they must make to secure and protect their financial future.