Investment and Retirement Planning in Orlando, FL

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We Can Help Change Your Life With a Successful Financial Plan

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Nelson Financial Planning

423 Country Club Dr
Winter Park, FL 32789
407-629-6477
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 5:00 PM

Quality Retirement Planning by Nelson Financial Planning

For experienced Orlando, FL financial planners, contact Nelson Financial Planning today! We specialize in personalized retirement planning so you can look forward to living the life you’ve worked hard to create! If you want to receive sound advice and estate planning solutions that will work to combine your retirement savings and benefits, investments, 401k, pension plan, and taxes, we are here to help. Our financial planners have your best interests at heart and strive to help you reach your retirement goals and receive the investment results you want.
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Financial Planning You Can Depend On

At Nelson Financial Planning, we understand that establishing a stable financial future is one of the most important things you can do for yourself and your family. With an ever-changing global economy, it has become imperative that you find financial experts who can help manage your hard-earned wealth. These uncertain times have amplified the need for retirement and investment planning that are tailored to fit your needs. Some of the personalized guidance and financial advice we provide are:
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Retirement Income Planning

We offer this service to 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, not just financially, but in all aspects of retired life. We will assist you in navigating the non-financials, like how you spend your time during retirement, where you will live, when to officially stop working, and more! Retirement planning will look different for everyone, which is why we tailor our services to your specific needs.
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Wealth Management

With all the different types of investments available, it’s a good idea to hire a professional to handle all your investment planning. Nelson Financial Planning will make sure your investment management matches your retirement needs by assessing your investment goals, objectives, risk tolerance, and time horizon. Our team will also help diversify your investment portfolio because when it comes to achieving your retirement planning goals, the performance of your investments is paramount.
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Legacy Planning

No matter what your assets look like, we understand that most people have a desire to bequeath their estates to loved ones after death. That’s why 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. Our legacy planning services work to plan for your legacy to continue through the people and causes you care about most.
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Tax Saving Strategies

At Nelson Financial Planning, our tax preparationists and financial planners are equipped with over 30 years of experience serving individuals and families across Orlando, FL. Our comprehensive tax code knowledge ensures that your taxes will be prepared quickly and correctly, all while saving you as much money as possible.
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Florida Retirement System (FRS)

With the constantly changing retirement options Florida state employees have faced over the past few years, it is crucial to have someone who can help you make sense of your retirement options. We help our clients make informed decisions regarding their unique retirement needs. Since this is such an intricate process, we encourage members of the FRS to contact us to schedule a complimentary, no-obligation conversation about planning your retirement income.

We Look Forward to Helping You Secure Your Financial Future

If you are thinking of working with a financial planner in Orlando, FL, give Nelson Financial Planning a call at 407-629-6477. A member of our experienced team will be more than happy to provide you with more details on our services.
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Testimonials

I've worked with the team at Nelson Financial Planning since 2007 and I have always felt like I received great advice and service. The team really cares and is always ready to provide support and answer my questions quickly. Joel really knows his stuff and I trust... Read More
Esteban Garcia
Highly recommend Joel and his team at Nelson Financial Planning (NFPs). My husband and I knew we needed a financial adviser, but did not know whom we could trust. Some trusted friends recommended we speak with Joel, they have used the company for years... Read More
Cathy Matthews
I started working with Nelson Financial in my early twenties. They were the only firm I could find that was willing to work with me at the small level of investment I could afford at that age. Now as I am in my mid-forties, I cannot say enough good things about them. They have... Read More
Jonathan Kamin
Nelson Financial Planning is the far superior team for investment and financial planning. Joel Garris and the Nelson Financial Planning team are unique in many ways. First, they do not constantly trade our account for commissions—benefiting their bottom line more than ours. Second... Read More
Roger Bing
We decided to become clients because we needed to organize our finances much better. I wanted my wife to have a good place to go for advice if I could no longer be there. They are always ready to answer questions and give advice. They assisted us with a knotty situation a couple of years ago.
Richard Musgrave
We have been with Nelson Financial Planning for over ten years. Joel Garris takes the time to get to know you and your situation, which enables him to provide a plan personalized to your specific needs and goals. Joel and his team are always responsive and... Read More
Patti Cervino
This experience may not be representative of other clients' experiences and is not a guarantee of future success or performance.