About Nelson Financial Strategies

Personalized Financial Services in Polk and Highlands Counties

We believe that your financial circumstances are as unique to you as your fingerprint. Because many of the experiences you face have a distinct impact on your financial well-being, your financial plans, like your fingerprint, should be distinctly yours as well. Since 2006, Nelson Financial Strategies has assisted clients with designing financial and estate planning strategies specific to their particular needs. The key to our clients’ satisfaction and our success is the time spent listening to needs and learning about objectives before recommending or implementing any planning solutions.

Nelson Financial Strategies is available to assist you with the following:

  • 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

Nelson Financial Strategies