Since 1987, Nelson Financial Services has been providing our clients with sound strategies to achieve financial independence.
As independent financial advisors, our loyalty is with our clients. With that sound philosophy in mind, we offer objective advice without being tied to any specific product or service. We believe that is the key to providing the right customized strategy to achieve your financial goals. As your trusted advisors, we believe in maintaining the highest degree of professionalism and integrity.
Making sound financial decisions doesn't have to be confusing. By using our straightforward, proven strategies, we help you choose the right financial tools to take advantage of opportunities with the goal of having a comfortable retirement.
We begin with a comprehensive independent analysis of your entire financial profile. We use our extensive knowledge and experience to tailor each individual client's strategies with the right financial tools consistent with their specific needs. Our success is the result of cultivating long-term client relationships for which we truly appreciate. Together, we hope to help you reach your financial goals and serve your needs for years to come.
Please contact us if you'd like to ask a few questions, set up a phone conference or schedule an in-person meeting to review your portfolio.
We look forward to the conversation.
Our Specialties:
Financial Planning ~ Investment Management ~ Wealth Management
Tax Efficient Income Strategies ~ Higher Education Funding
Small Business Retirement Plans.
Newsletters
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
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Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Savings Accumulation
Estimate the future value of your current savings.