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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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
Calculators
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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 Goals
How much do you need to save each year to meet your long-term financial goals?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.