Nicholas S. Schummer, CLU® RICP®

Nicholas Schummer is a Financial Planner at Planned Financial Services, with over 13 years of experience helping clients navigate every aspect of financial planning. He assists families and young entrepreneurs in building, protecting, and sustaining their wealth through all stages of life. 

Nicholas provides comprehensive financial planning, covering retirement strategies, risk management, business planning, and wealth preservation. He begins by understanding each client’s priorities, values, and challenges, then crafts strategies that are practical, personalized, and designed to foster lasting relationships. 

He holds both the Chartered Life Underwriter (CLU®) and Retirement Income Certified Professional (RICP®) designations from The American College and is fully licensed. Nicholas earned a Bachelor of Business Administration in Finance from Northwood University and began his financial services career with Northwestern Mutual’s internship program. He is a four-time MassMutual Leaders Qualifier, recognized for his outstanding performance and client commitment. 

For Nicholas, true success means making a lasting impact – whether helping clients achieve their goals, supporting his family, or giving back to the community. 

He lives in Oxford, Michigan, with his family. Away from the office, Nicholas enjoys golf, following sports, and collecting and investing in memorabilia.