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:
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Here’s a guide to explain all the parts of Medicare.
Tax preparation may be the perfect time to give the household budget a check-up.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
If you find it hard to attain personal life goals, there’s an app for that!
Here are five facts about Social Security that are important to keep in mind.
The uncertainties we face in retirement can erode our sense of confidence.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
What is your plan for health care during retirement?
It's easy to let investments accumulate like old receipts in a junk drawer.
What are your options for investing in emerging markets?
The market is as unpredictable as the weather. We’d love to help you prepare.
What if instead of buying that vacation home, you invested the money?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.