Gabe Nelson Financial

Gabe Nelson Financial, Inc. is a Registered Investment Advisor firm based in Sioux Falls, South Dakota. We specialize in providing personalized financial planning and investment advisory services to solopreneurs and self-employed professionals. Our team understands the unique financial challenges faced by these clients and is dedicated to helping them achieve their financial goals and build financial freedom.

Who We Serve

We primarily assist freelancers, independent contractors, solopreneurs, consultants, and other self-employed professionals. We understand the specific financial complexities and opportunities that arise in these professions. Our services are tailored to address the unique needs of our clients, including:

• Managing budgeting and cash flow
• Balancing income volatility
• Planning for large purchases
• Developing comprehensive retirement plans
• Addressing tax optimization strategies
• Establishing estate plans

Our Approach

We believe in a collaborative and personalized approach to financial planning. We take the time to get to know our clients, their goals, and their financial situations. We work with them to develop customized plans that align with their individual needs and aspirations. Our process involves:

• Discovery: In-depth review of financial situation and goals
• Analysis: Comprehensive evaluation of financial risks and opportunities
• Planning: Development of a personalized financial plan
• Implementation: Execution of strategies to achieve goals
• Review and Monitoring: Ongoing evaluation and adjustments to ensure plan effectiveness

Our Team

Gabe Nelson, the founder and CEO, brings over two decades of experience in the financial services industry to Gabe Nelson Financial, Inc. He is passionate about helping solopreneurs achieve financial success and freedom. Our team is dedicated to providing personalized attention, proactive communication, and proactive solutions to our clients' financial needs.