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Welcome! Meet Jimmy Nelson Charting The Course

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:

  • 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

Helpful Content

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What Our Kids Can Teach us About Saving Money

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Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

The History of Retirement

The History of Retirement

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Mastering Mobile Lingo

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Immediate vs. Deferred Annuities

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The ABC’s of Auto Insurance

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Traditional vs. Roth IRA

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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