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:
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
For homeowners who think their property taxes are too high, there are ways to appeal.
Retirees traveling abroad need to know that their health insurance travels with them.
The true cost of raising a child may be far more than you expect.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Try these activities to keep your brain sharp.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
How do the markets usually react to elections? Was the 2016 election any different?
Here is a quick history of the Federal Reserve and an overview of what it does.
Here’s a quick guide to checking to see if you have unclaimed money.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Would you guess that Millennials are effectively saving for retirement? Well, they are.