Nelson Financial Services

Building Financial Independence Together

Nelson Financial Services has been guiding individuals and families towards financial independence since 1987. As independent financial advisors, we prioritize personalized strategies tailored to each client's unique needs and aspirations. Our comprehensive approach focuses on building sustainable wealth through meticulous financial planning, sound investment management, and thoughtful wealth preservation strategies.

1. Financial Planning

• Comprehensive analysis of your financial situation
• Development of personalized financial goals and strategies
• Regular review and adjustment of your plan to ensure its effectiveness over time.

2. Investment Management

• Customized portfolio construction based on your risk tolerance, goals, and investment horizon
• Ongoing monitoring and rebalancing to maintain portfolio efficiency
• Access to a diverse range of investment options to match your individual needs.

3. Wealth Management

• Comprehensive wealth management strategies encompassing all aspects of your financial life
• Expertise in estate planning, retirement planning, and tax optimization
• Guidance on wealth preservation techniques and succession planning.

4. Tax Efficient Income Strategies

• Personalized tax planning to minimize your tax burden
• Implementation of specific strategies to capitalize on tax benefits and deductions
• Guidance on dealing with capital gains and income tax planning.

5. Small Business Retirement Plans

• Specialized plans tailored to the unique needs of small businesses
• Education and consultation on establishing and managing retirement plans for your employees
• Compliance assistance to ensure you meet all regulatory requirements.

A Commitment to Transparency and Client Communication

We believe in open and honest communication with our clients. We provide regular updates, clear explanations of our strategies, and ongoing access to your account information.

Our values

• Client-centered approach: Our primary focus is on understanding your individual needs and aspirations.
• Integrity and transparency: We adhere to the highest ethical standards and maintain open communication with our clients.
• Personalized strategies: We create customized plans that are tailored to your unique financial situation and goals.
• Long-term relationships: We strive to build lasting relationships with our clients through open communication and superior service.

Partnering for financial success

Nelson Financial Services is committed to partnering with you on your journey to financial independence. Contact us today to schedule a complimentary consultation and learn how we can help you achieve your financial goals.