Nelson Financial Strategies

More Info

General Info

At Nelson Financial Strategies, we believe that your financial objectives are distinctly personal. Likewise, your planning experience should be equally as personal. We further believe that through individualized analysis and guidance, we can help establish solutions in which you, your family, or your family's business have confidence. James M. "Jimmy" Nelson, President of Nelson Financial Strategies, works with individuals, families, and family businesses to provide financial planning solutions based on each client’s distinctive circumstances. As a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary®, Jimmy offers a comprehensive approach to determining the planning strategies he recommends. Additionally, the strategic partnerships he’s developed with other legal and accounting professionals afford his clients the opportunity to broadly address their concerns.

Services/Products

Financial issues related to estate planning, transferring assets, and estate tax liability considerations Financial issues related to family business and business succession planning Current and future income, assets, liabilities, and net worth Current asset allocations with respect to risk tolerance Retirement planning, funding vehicles, and qualified asset rollovers Risk management utilizing various annuity, life insurance, disability insurance and long-term care protection planning methods Income Impact Analysis to determine the impact to income should your spouse pass away Veterans Benefits– The Non-Service Connected Disability Aid and Attendance Pension Veterans Benefits– VA Cemeteries and Burial/Cremation Benefits Funeral pre-planning and what to do after your loved one passes away

Payment method

amex, cash, debit, discover, master card, visa

Neighborhood

Downtown Lake Wales

Categories

Financial Planning Consultants, Financial Services

Reviews

Details

Phone: (863) 676-7995

Address: 230 E Park Ave Ste 34, Lake Wales, FL 33853