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Empowering Your Financial Journey With Clarity and Expertise

40 Years of Experience Built on Performance, Trust & Relationships
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Expert Financial Planning Services for Orlando

A Genuine Financial Plan for Your Life

At Nelson Financial Planning, our Certified Financial Fiduciary investment planning professionals help you change your life with a successful personalized financial plan that gives you peace of mind for the future. Our retirement plans aren’t some cookie-cutter computer-generated reports like other investment firms. When planning for your future, our financial planners bring together your retirement, investments, legacy, and taxes to provide a clear direction for the rest of your life. We offer these conversations with our certified financial experts cost-free, so give us a call at 407-629-6477, and let us help you build and improve your 401k savings and retirement income, reduce your taxes, and increase your wealth for the future today!
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Financial Planning and Investment Services

We proudly provide a wide range of financial and investment planning services to help you make the best retirement savings plan for your future.
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Retirement Income Planning

For those who are planning to retire but need to establish retirement income goals. This planning will help you become prepared for life after you stop receiving a steady paycheck.
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Wealth Management

Ensure your investment management matches your retirement needs. We will assess your investment goals, objectives, risk tolerance, and time horizon and help diversify your investment portfolio.
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Legacy Planning

We offer comprehensive financial planning that allows you to feel confident and prepared for the present moment and uncertain future while you are still living. Plan your legacy to continue through the people and causes you care about most.
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Tax Saving Strategies

Our tax preparers and financial planners are equipped with over 30 years of experience to help you reduce your tax liability and save you as much money as possible.

What Sets Us Apart

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    Integrated retirement planning, tax saving strategies, legacy planning, and wealth management with a focus on timely and proactive client communication.
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    Family-owned and operated since 1984 with a tradition of producing superior investment results at a cost typically 25% less than other firms.
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    Central Florida’s fastest-growing and most honored financial planning firm with the area’s longest-running radio show.
    Next Gen Dollars & Sense book

    Essential Tools & Strategies to Achieve Financial Success

    Unlock the secrets to financial success with Joel J. Garris' insightful book—rated 5 stars on Amazon—designed to equip you with the essential tools and strategies needed to take control of your financial future.
    Request Your Copy
    Next Gen Dollars & Sense book cover

    Free Florida Retirement System Booklet

    Are you a State of Florida employee? At Nelson Financial Planning, we regularly meet with state employees to help them make sense of their options if they are planning to retire. Download our free booklet that explains your retirement options or schedule a free consultation today to review your FRS and estate planning options with us.
    Download the Booklet

    Our History and Philosophy

    Starting in 1984 with Jack Nelson as Nelson Investment Planning Services, we remain one of the Orlando area’s only fully independent, family-owned-and-operated investment firms. We only recommend actively managed investments that we own personally.
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    Testimonials

    Nelson Financial Planning has been a great company to work with. This has been my first time using a financial planning company, and they’ve made the process a smooth and awesome experience. I worked with Kristin and she’s an expert at her craft, and she helped me tremendously. I look forward to continuing to work with this team.
    Sebastien G.
    My husband and I have been communicating with Nelson Financial Planning for more than ten years and they have been fully managing our investments for almost five years. What we appreciate and love is the amount of communication and education provided by Joel before we even became clients... Read More
    Cornita A. Riley
    My wife, Shelly, and I first started using Nelson Financial Planning in the early 2000s and were just beginning our retirement planning. From the very first meeting, Joel was intelligent and personable enough to calm our fears and guide us in planning our path to retirement. Several times since we have relied... Read More
    Joe Koehler
    This experience may not be representative of other clients' experiences and is not a guarantee of future success or performance.
    hosts of the “Dollars and Sense” podcast

    Tune in to the Award-Winning “Dollars & Sense” Podcast!

    Discover why Nelson Financial Planning’s "Dollars & Sense" is recognized as one of the Top 25 Financial Planning Podcasts on the web and listed among the “20 Best Financial Statements Podcasts of 2021.” With over 1,600 episodes, it's Central Florida's longest-running radio show, covering everything from retirement planning to taxes and investments.
    Don’t Miss Out - Listen Now