About Nelson Financial Group
As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
Of course, planning your financial future can be intimidating. Fortunately, you don't have to do it alone.
Personal Investment Planning*
With over twenty years of experience in financial services, we confidently help clients manage over 800 client portfolios. It brings us great satisfaction to evaluate a company's assets or an individual's assets, and make solid recommendations on how they can minimize taxes and increase net worth.
Business Insurance
Buy-Sell Funding
Key Person Insurance
Business Continuation
Planning
Executive Bonus Plans
Deferred Compensation
Voluntary Benefit Options
Business Overhead Expense
Commercial Insurance
Buusiness Property
Commercial General Liability
Commercial Auto
Commercial Umbrella Liability
Workers Compensation
Errors & Omissions Liability
Directors & Officers Liability
Professional Liability
Personal Insurance
Life Insurance
Health Insurance
Disability Insurance
Long-Term Care Insurance
Auto/Motorcycle/RV/Boats/Airplanes
Home/Renters/Landlord
Personal Umbrella
Personal Investment Planning*
IRAs
Fixed Tax-Deferred Annuities
Keogh Plans
College Funding Alternatives
Retirement Funding Projections
401(k) Plans
Employee 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
Classic Mission statements constructed with expensive words and long-winded paragraphs convey ideals like trust, integrity, commitment and honesty.
These ideals are not just printed words or goals for us.
Rather, they encompass the way we live our lives.
Doing the right thing in words and actions all the time -- Nelson Financial Group.
Superior Service ~ Range of Products ~ Negotiating Experience
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