Building a Genuine Financial Plan for Your Life
Our Mission
Nelson Financial Planning is dedicated to empowering individuals and families to achieve financial security and peace of mind through personalized financial planning. We believe in a holistic approach that considers your retirement savings, investments, retirement benefits, taxes, and estate planning to create a comprehensive and sustainable plan for your future.
Who We Are
Our team of experienced and certified financial planners are passionate about helping clients navigate the complexities of their financial lives. We are a family-owned and operated business with over 30 years of experience in the industry. Our personalized approach and focus on open communication set us apart from other financial planning firms.
Our Team
Our team of Certified Financial Fiduciaries (CFFs) and Certified Financial Planners (CFPs) bring diverse expertise and experience to the table. We hold ourselves to the highest ethical standards, pledging to always act in your best interests.
Our Services
We offer a comprehensive range of services to meet your individual needs, including:
- Retirement Income Planning: Strategies to optimize your retirement accounts, maximize your Social Security benefits, and ensure a secure income stream in retirement.
- Wealth Management: Personalized investment plans tailored to your risk tolerance, goals, and values.
- Retirement Planning: Comprehensive plans that consider your entire financial picture, including your 401k, IRA, pension plan, and other investments.
- Legacy Planning: Developing a documented plan to ensure your financial assets are properly distributed according to your wishes.
- Tax Mitigation: Strategies to minimize your tax burden and maximize your savings.
Our Philosophy
Our approach to financial planning is built on three core principles:
- Client-centered: We prioritize understanding your individual needs and goals to create a personalized plan.
- Transparency: We believe in open communication and providing clear, easy-to-understand explanations every step of the way.
- Sustainability: We take a long-term perspective to planning, aiming to build wealth and protect your financial future.
Why Choose Nelson Financial Planning?
Experience the difference with Nelson Financial Planning. We are committed to providing:
- Personalized and individualized financial plans
- Open and honest communication
- Comprehensive financial guidance from experienced professionals
- A commitment to your financial success and peace of mind
Overall Experience
Clients of Nelson Financial Planning have consistently praised the company's personalized approach to financial planning, investment strategy, and retirement planning.
Investment Strategy and Retirement Planning
Many clients have expressed satisfaction with Nelson Financial Planning's ability to provide a solid investment strategy, helping them stay on track with their long-term goals. The company's expertise in retirement planning has also been highlighted, with clients feeling well-prepared for their golden years.
Personalized Service
Clients have praised the personalized service they receive from the team at Nelson Financial Planning. The company's ability to educate and communicate complex financial concepts in a clear and concise manner has been particularly appreciated.
Trust and Integrity
Trust and integrity are key themes that emerge from the reviews. Clients have praised Joel Garris and his team for their honest and transparent approach to financial planning, and their commitment to putting their clients' interests first.
Client Appreciation
Nelson Financial Planning's efforts to give back to their clients through appreciation events and educational seminars have not gone unnoticed. Clients have expressed gratitude for these gestures, which demonstrate the company's appreciation for their loyalty.
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