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:
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Military families face unique challenges, making personal finance even more critical.
Tips on insuring your teen driver.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Don't let procrastination keep you from pursuing your financial dreams and goals.
The uncertainties we face in retirement can erode our sense of confidence.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
You’ve made investments your whole life. Work with us to help make the most of them.
Even low inflation rates can pose a threat to investment returns.
Here is a quick history of the Federal Reserve and an overview of what it does.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?