Building relationships, shaping communities
Nelson Financial Consultants is a team of experienced financial professionals dedicated to empowering clients to achieve lasting financial success. Founded in 1966, we have guided individuals and businesses in achieving their financial goals through personalized financial planning, portfolio management, and insurance solutions.
Our Philosophy: Pay Less, Take Less, Grow More
Our core philosophy revolves around maximizing your wealth and preserving your financial security. We achieve this by:
- Paying less tax: Employing tax-efficient strategies and minimizing tax liabilities
- Taking less risk: Implementing robust risk management strategies to safeguard your financial future
- Reducing fees and expenses: Ensuring transparency and efficiency in our fee structure
- Retaining more income: Maximizing your income through strategic planning and investment approaches
- Building more wealth: Developing personalized plans to accumulate wealth over time
Financial Planning Services
We provide comprehensive financial plans that address your unique needs and goals. This includes:
- Retirement planning
- Investment planning
- Tax planning
- Estate planning
- Cash flow analysis
Portfolio Management Services
We offer professional portfolio management services designed to achieve your financial goals. We tailor your portfolio to your individual risk tolerance, investment goals, and financial situation.
Insurance Services
We connect clients with appropriate insurance coverage to safeguard their financial security in the event of unexpected life events. Our offerings include:
- Life insurance
- Disability insurance
- Health insurance
- Business insurance
Our Commitment
At Nelson Financial Consultants, we prioritize:
- Client-centered approach: We take the time to understand your unique needs and goals.
- Transparency: We provide clear and concise information about our processes and fees.
- Communication: We maintain regular contact and provide regular updates on your financial plan.
- Integrity: We adhere to the highest ethical standards and regulatory requirements.
Let's Partner for Financial Success
If you are seeking a trusted financial partner to guide you on your path to financial success, contact Nelson Financial Consultants today. We are committed to helping you achieve your financial goals and live a financially fulfilling life.
Overall Experience
The reviewer, Carrie Kull, has had a thoroughly positive experience working with Lynda, giving her a 5-star rating.
Key Strengths
Lynda's key strengths, as mentioned by Carrie, include her ability to educate and ensure that her clients have a clear understanding of their portfolio. Additionally, Lynda is proactive in keeping her clients updated and checking in regularly.
Recommendation
Carrie highly recommends working with Lynda, citing her positive experience as a testament to Lynda's capabilities.
Be the first to review Nelson Financial Consultants.
Write a Review
