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407.629.6477

423 Country Club Drive, Winter Park, FL 32789

Formerly Nelson Investment Planning Services

What Makes Nelson Financial Planning Different?

  1. Expert Tax Advice You Can Actually Rely On. You hear a lot of conversations about saving for retirement but not much about planning your retirement income. The biggest reason for this is that most financial firms don’t or won’t give tax advice. Check out their websites. If the fine print says the firm you are using does not provide tax advice and you should consult your own tax advisor, how good is the tax advice you are getting? Our firm employs a full time IRS Enrolled Agent as a member of our financial planning team. We also have a tax preparation service for our retirees that includes a CPA and we stand behind our tax advice.
  1. Expertise and Unbiased Advice of a Certified Financial Planner TM. In the financial services industry, credentials matter. Being a Certified Financial Planner TM, means that the advisor has completed extensive training and experience requirements and is held to a rigorous ethical standard. According to the Certified Financial Planning Board, certificants “understand all the financial complexities of the changing financial climate and will make recommendations in your best interest”. If the firm you are using does not employ Certified Financial Planners TM, how “expert” and “unbiased” is their financial advice?

  1. Only Recommend Investments that We Own Personally. Our most important policy is that we only recommend to our clients investments that we personally own. In the financial industry, few firms can make that claim of their financial planners. Jack Nelson started that commitment when he began the firm in 1984. While Jack has since passed, this bedrock principle continues today. Don’t you want to be dealing with somebody that truly has a vested personal interest in how your investments perform?
  1. Central Florida’s longest running Radio Show – 31 Years and Counting! Many firms do radio shows for certain periods of time but ours is the longest running in Central Florida. We view the radio show more as an opportunity to speak to our followers every week with fresh ideas and perspectives on the most current events of the day. Our radio show “Dollars and Sense” is heard live every Sunday at 9AM on Newsradio 102.5 WFLA and is simulcast on 540AM as well. If you miss the show on Sunday, it is always available on any of our social media sites – Facebook, Twitter, Soundcloud, Google or Linked IN – or at www.NelsonFinancialPlanning.com. Unlike other shows that constantly tell you to call the office now, ours does not because its purpose is to educate, inform and hopefully entertain the listening audience.


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