About Us

Nelson Financial Planning Inc., (NFPS), focuses on providing personalized retirement advice and estate planning solutions that bring together your retirement savings, your investments, your retirement benefits, your 401k plan, your pension plan and your taxes to provide peace of mind in retirement. Each financial planner also prepares customized plans to help you reach your retirement goals and get the investment deals you want. In implementing these plans and solutions, we offer securities through Nelson Ivest Brokerage Services, Inc., Member FINRA, MSRB, and SIPC.

Started on May 1, 1984 by Jack Nelson as Nelson Investment Planning Services, Inc.,
Joel Garris, Mr. Nelson’s son-in-law, joined the firm on December 5, 1999. Today, Joel Garris manages the day to day operations of the firm. Our family ownership and operation provides for real independence from any third party or parent entity and makes us unique to other investment firms. All firm decisions, investment selections and brokerage functions occur on-site.

In addition, the firm hosts Central Florida’s longest running radio show with over 1,600 episodes. Now in its 30th year, “Dollars & Sense” is heard live every Sunday from 9:00 am to 10:00 am on WFLA 102.5 FM/540 AM.

What Sets Us Apart?

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

Contact Us or Access Our Radio Show