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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 though 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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Financial Planning in the Orlando area

A Genuine Financial Plan for Your Life

Nelson Financial Planning provides genuine financial plans that are personalized for your life. Our retirement plans aren't some cookie cutter computer generated reports. When it comes to planning the future, we 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 result in real solutions to your retirement hopes and dreams. These conversations are always free so call us at 407-629-6477 today!

We provide quality service in:

Our History and Philosophy

Started in 1984 by Jack Nelson as Nelson Investment Planning Services, today we remain a fully independent and family-owned and operated firm. We only recommend actively managed investments that we own personally. Our retirment 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 philosphy.

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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