Life is like a puzzle — full of different pieces like family, finances, dreams, and responsibilities. At Nicolette Management, we help you connect those pieces through our Lifestyle Services, creating a clear picture of your current situation and where you want to go.

Think of it as a Life Plan GPS: we assess where you are, define your destination, and map out the best route to get there. Whether you're building your legacy, protecting what matters most, or planning for future milestones, this service gives you the clarity and confidence to move forward with purpose.

What are Lifestyle Services?

Our Lifestyle Services are a personalized, in-depth conversations focused on all the key areas of your life. This isn't just about choosing a plan or policy. It's about understanding your

entire lifestyle so we can offer smart, sustainable solutions

tailored to your specific needs.


During your session, we’ll dive into:

✔ Family structure and dependents

✔ Household income and living expenses

✔ Current debt and financial obligations
✔ Your short-term needs and long-term goals

✔ Credit health and financial behaviors

✔ Dreams for your children, retirement, and legacy

What will this help you with?

Lifestyle products can help you create more balance, stability, and opportunity in your everyday life. From protecting your family’s future to improving your financial wellness, these tools are designed to support your goals, simplify decisions, and elevate your overall quality of life.

Based on your unique profile, we may recommend one or more of the following:

✔ Health Insurance options tailored to your family and income

✔ Million Dollar Baby Plans to set your child up with long-term wealth

✔ College Savings solutions using life insurance (non-529 alternatives)

✔ Mortgage Protection to safeguard your home and loved ones

✔ Income for Life strategies for guaranteed retirement income

✔ Retirement Planning with tax-advantaged cash value policies

✔ Final Expense insurance to reduce the burden on your family

✔ Credit Repair and Credit Education through affiliate partners

✔ Identity Monitoring to help prevent fraud and theft

✔ Family Mint tools for building financial literacy in children

✔ Will & Trust Creation for proper estate and legacy planning

✔ Legacy Strategies to ensure your values and wealth live on


This service is designed to leave you empowered — with answers, a roadmap, and options that truly fit your life. Whether you're just starting out or entering a new season, we’re here to support your journey every step of the way.

Licensed and Insured!


Licensed in CT, FL, MI, OH, TN, & TX and contracted with a wide variety of carriers, within each state.

*New states being added.

Nationally Recognized Certified Wealth Educator

Insured by NEXT

BBB Accredited!

Nicolette Management LLC has been

recognized by the BBB!

We currently hold an "A-" Rating!!

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Winter Park, FL

407-800-1797

nicolettemanagement.com