After exploring your objectives, we create strategies that are distinctive to your needs.
Up-to-date videos and articles will keep you better informed about financial issues important to you.a variety of calculators are also included.
Nelson Financial Strategies holds in highest regard the commitment and sacrifice of U.S. Military Veterans, and we count it a privilege to serve veteran clients.
Select the link for your account from this list to quickly obtain up-to-date account information.
Like your fingerprints, your financial objectives are distinctly personal, and your planning experience should be equally as personal. We believe that through individualized analysis and guidance, we can help establish targeted solutions in which you and your family have confidence. As a valued client, you’ll meet one-on-one with our staff in a professional, yet friendly environment to design strategies specific to your needs:
By also conferring with estate planning attorneys and CPAs, we take a comprehensive approach to addressing both your short-term and long-term planning objectives.
As President of Nelson Financial Strategies, Jimmy works with individuals, families, and businesses to provide financial planning solutions based on each client’s distinctive circumstances.
As a CERTIFIED FINANCIAL PLANNERTM, he assures that Nelson Financial Strategies offers a comprehensive approach to determining the right planning strategies for each client.
“Each of us at Nelson Financial Strategies strive to assist our clients with mitigating the confusion and anxiety they experience with matters related to financial, business, and estate planning. We pursue this mission by offering an individualized and comprehensive planning approach, conducting in-depth analysis, leveraging strategic partnerships with other legal and accounting professionals, and recommending distinctive planning solutions. I am extremely proud of the relationships we develop with our clients and how we strive to be available whenever needed. Please feel free to contact us to discuss your financial concerns.”
CERTIFIED FINANCIAL PLANNER™
President / Owner
Vice-President / Owner
Family Services Advisor, Licensed Agent
Registered Representative , Family Services Advisor
A Brief History of Estate Taxes
Required Reading: The Economic Report of the President
Systematic Withdrawals in Retirement
How Insurance Deductibles Work