Call Today!


423 Country Club Drive, Winter Park, FL 32789

Formerly Nelson Investment Planning Services

Recent Posts in Events Category

A Quick Recap Before the Holidays

There are many things we are thankful for this year - paramount among them is the nice returns to date in 2017! The year has been surprising not only in the magnitude of the market increase but in the ...
Continue reading "A Quick Recap Before the Holidays" »

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 ...
Continue reading "3rd Quarter Commentary" »

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 ...
Continue reading "21,000!?!? and March 28 Meeting" »

35 Days & Counting and A Recap of 3rd Quarter

The best part of the start of the fourth quarter this year is that means there are only 35 days left of listening to Donald and Hilliary insult each other. That’s the good news! Of course, the ...
Continue reading "35 Days & Counting and A Recap of 3rd Quarter" »
Financial Advisors in Orlando. Nelson Financial Planning. ©2018 All Rights Reserved.