Nelson Financial Planning Inc., (NFPS), focuses on providing personalized retirement advice and estate
planning solutions that bring together your retirement savings, your private
investment, your retirement benefits, your 401k plan, your pension plan
and your taxes to provide peace of mind in retirement. Each investment
advisor also prepares customized plans to help you reach your retirement
goals and get the investment deals you want. In implementing these plans
and solutions, we offer securities through Nelson Ivest Brokerage Services,
Inc., Member FINRA, MSRB, and SIPC.
Started on May 1, 1984 by
Jack Nelson as Nelson Investment Planning Services,Inc.,
Joel Garris, Mr. Nelson’s son-in-law, joined the firm on December 5, 1999. Today,
Joel Garris manages the day to day operations of the firm. Our family
ownership and operation provides for real independence from any third
party or parent entity and makes us unique to other investment firms.
All firm decisions, investment properties selections and brokerage functions
In addition, the firm hosts Central Florida’s longest running radio
show with over 1,400 episodes. Now in its 30th year, “Dollars &
Sense” is heard live every Sunday from 9:00 am to 10:00 am on WFLA
102.5 FM/540 AM.