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Distinctive Planning for Distinct Planning Needs

Serving Polk and Highlands Counties since 2006  

Building Relationships

After exploring your objectives, we create strategies that are distinctive to your needs.

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Information & Tools

Up-to-date videos and articles will keep you better informed about financial issues important to you.a variety of calculators are also included.

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Veterans

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.

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Clients

Select the link for your account from this list to quickly obtain up-to-date account information.

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"Your financial objectives are distinctly personal, and your planning experience should be equally as personal." – James M. Nelson

DISTINTIVE FINANCIAL PLANNING

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:

  • Comprehensive Financial Planning
    • Personal and Business
    • Cash flow management and budgeting
    • Debt service management
    • Investment management / Asset protection
    • Risk management / Insurance
    • Education funding
    • Retirement income funding
    • Income and estate tax liability considerations
  • Estate planning / Transferring assets
  • Business succession
  • Veterans Benefits – The Non-Service Connected Disability Aid and Attendance Pension
  • End of Life planning
    • Income Impact Analysis to determine the impact to income should your spouse pass away
    • Funeral pre-planning and what to do after your loved one passes away
    • Veterans Benefits – VA Cemeteries and Burial/Cremation Benefits

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.

"An investment in knowledge pays the best interest." - Benjamin Franklin

JAMES M. "JIMMY" NELSON, CFP®

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.”

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Meet the Nelson Financial Strategies Team

Helpful Content to Increase Your Knowledge

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Emerging Market Opportunities

What are your options for investing in emerging markets?
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Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.
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Learn More About The Issues Important To You