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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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