Our Services


The team at Nelson Financial Group will develop a long term relationship with you and your business as a trusted and knowledgeable professional in the areas outlined below. 

Corporate Benefit Plans

Group Health and Dental Insurance
Group Life Insurance
Group Disability Insurance
Section 125 Cafeteria Plans
Executive Group Carve-Out 
401(k) Plans & Pension/Profit
Sharing Plans 
Buy-Sell Funding
Key Person Insurance
Business Continuation
Planning
Executive Bonus Plans
Deferred Compensation
Voluntary Benefit Options
Business Overhead Expense

 

Commercial &
Personal Insurance


Business Property*
Commercial Auto*
Commercial General Liability*
Commercial Umbrella Liability*
Directors & Officers Liability*
Errors & Omissions Liability*
Professional Liability*
Workers Compensation*
Personal Umbrella*
Home/Renters*
Auto/Motorcycle/RV/Boats/Airplanes*

*These products and services are not offered by or through AXA Advisors, AXA Network or their affiliates.

Wealth Management

Asset Management
Financial Advice and Planning
Retirement/Education Planning
Business Strategies
Risk Management


Estate & Financial Planning

Retirement Planning
Estate Planning
Life Insurance Planning
College Funding Alternative
Annuities
Long Term Insurance
IRAs