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423 Country Club Drive, Winter Park, FL 32789

Formerly Nelson Investment Planning Services

A Genuine Financial Plan For Your Life

We provide completely customized financial plans through our individual relationships with our clients.

About Us

Retirement Planning Makes Retirement Possible

We analyze your assets, your debt and your taxes to produce a comprehensive retirement plan.

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The Right Investment & Tax Approach Makes all The Difference

With over 30 plus years experience, we know what works over time.

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Trusted Financial Planning in Orlando

A Genuine Financial Plan for Your Life

At Nelson Financial Planning, our investment planning professionals provide genuine financial plans that are personalized for your life. With over 30 years in business, we understand all of the investment options and the individual needs of our clients. Our retirement plans aren't some cookie-cutter computer-generated reports like other investment firms. When it comes to planning the future, our financial advisors bring together your retirement, your investments, and your taxes to provide a clear direction for the rest of your life. We put you first and take the time to get to know you and your family. Our personal, one-on-one conversations on retirement advice between our clients and an investment advisor results in real solutions to building solid retirement savings and investments designed to grow. We offer these conversations with our financial advisors cost-free, so give us a call at (407) 629-6477, and let us help you begin building a 401k plan, retirement benefits, investment properties and/or a pension plan for the future today!

Financial Planning and Investment Services

We proudly provide a wide range of financial and investment planning services to help you make the best retirement savings plan for your future. From comprehensive tax preparation to retirement planning and Florida Retirement System guidance, we offer the financial services you need to get the most out of your investment deals. Each experienced investment advisor provides the following services:

Our History and Philosophy

Started in 1984 by Jack Nelson as Nelson Investment Planning Services, today we remain one of the fully independent and family-owned and operated investment firms. We only recommend actively managed investments that we own personally. Our retirement income and investment approach is based on our 30 plus years of experience with what really works over time. Click here to learn more about our investment philosophy.

Nelson Financial Planning: Building a Genuine Financial Plan for Your Life

At Nelson Financial Planning, we bring personalized, intelligent financial, investment and estate planning services to each and every one of our clients. With over 30 years in business serving the Orlando, FL area, our professionals are highly-qualified and dedicated to helping you get the most out of your assets. To speak with a financial planner about a private investment for free, call our office at (407) 629-6477 today!

Advisory HQ Award for Nelson Financial Planning
Five Star Wealth Manager logo

Featured in:

Wall Street Journal logo
Orlando Magazine logo

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What Sets Us Apart?

  • Integrated retirement, tax and estate planning
  • Family owned and operated with over 30 years experience
  • Hosts Central Florida’s longest running radio show with over 1,400 episodes
  • An investment approach that works over time, where we only recommend investments we personally own
  • Joel Garris honored with the 2016 Five Star Wealth Manager Award


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