Welcome to Nelson Financial Strategies
Financial Planning in Lake Wales, FL.
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.
Nelson Financial Strategies is available to assist you with the following:
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
When you’re married and have children, insurance needs will be different.
Bonds may outperform stocks one year only to have stocks rebound the next.
A few strategies that may help you prepare for the cost of higher education.
Calculating your potential Social Security benefit is a three-step process.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Even low inflation rates can pose a threat to investment returns.
Learn how to harness the power of compound interest for your investments.
Have you found yourself suddenly single? Here are 3 steps to take right now.