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Formerly Nelson Investment Planning Services

Recent Posts in About Us Category

3rd Quarter Commentary

Dear Friends, We trust you all survived Hurricane Irma last week. The office was out of power for a day before resuming normal operations. It is so sad to see the pictures and hear the stories about ...
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Market Update

Dear Friends, As President Trump marks his 100 th day in office tomorrow, we thought it would be a good time to take stock of where the markets, economy and headlines are. 2017 is clearly off to a ...
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21,000!?!? and March 28 Meeting

21,000 on the DOW – what does it really mean? Clearly, it means positive things for the value of your accounts. Our investment allocations that typically include high levels of exposure to ...
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2016 Recap & 2017 Outlook

Dear Friends, From Brexit to Trump, 2016 produced unexpected results that made it a particularly difficult year to navigate. While our returns were positive for the year with overall results up about ...
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About Joel Garris, CEO

The entire contents of this series were personally written solely by Joel J. Garris, J.D., CERTIFIED FINANCIAL PLANNER™ and President and CEO of Nelson Financial Planning. Started in 1984 by ...
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What Makes Nelson Financial Planning Different?

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 ...
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