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.
Credit Restoration & Education
Income & Business Growth
Legacy Planning
Helping families & Entrepreneurs grow their potential,
protect their assets, and secure their futures.
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Affiliate & Referral Disclosure
This page contains affiliate links to United Wealth Education (UWE) and United Credit Education Services (UCES).
When you sign up for services through these links, I may receive a commission as an independent affiliate.
I am also able to offer you support with setup, budgeting consultations, and ongoing assistance as part of my services.
The products and services are provided directly by UWE and UCES, and I only recommend solutions I believe can genuinely help improve your
financial wellness and credit health.
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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