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Nelson Financial Strategies


Nelson Financial Strategies

Personalized Financial Services in Lake Wales, FL

The course you chart through life and the financial circumstances you experience are as unique to you as your thumb print. Because many of the experiences you face have a distinct impact on your financial well-being, your financial navigation chart should, like your thumb print, be distinctly yours as well. Whether you’re concerned with financial planning issues related to your personal affairs, family business or estate, current and future income, or providing a financial legacy for loved ones, understanding how to effectively chart your course is key. At Nelson Financial Strategies, we spend time carefully listening to your needs and objectives before recommending or embarking on any planning solutions.

Designing your tailored solutions

Your financial objectives are distinctly personal. Likewise, 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 circumstances. By also conferring with estate planning attorneys and CPAs, we take a comprehensive approach to plotting a course for both your short-term and long-term planning destinations.

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, 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