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Please know we are here to help. We are open and happy to chat by phone or video or meet in person at our office under CDC guidelines.

Giving Back to the Community

Over the years, Nelson Financial Planning has had the privilege of working with several local charities to support our community in Central Florida. Aligning with our core values, Nelson Financial Planning is committed to giving back to the community in which we live and work. As a firm, we organize annual fundraisers where we promote local charities and encourage community participation.

 

Second Harvest Food Bank of Central Florida

Nelson Financial at the second Harvest Food Bank of Central Florida

Nelson Financial Planning partners with The Second Harvest Food Bank of Central Florida to help feed those in need throughout our community. Second Harvest Food Bank of Central Florida is a private, nonprofit organization that collects, stores, and distributes donated food to more than 550 feeding partners in six Central Florida counties: Brevard, Lake, Orange, Osceola, Seminole, and Volusia.

During our last fund drive, we greatly surpassed our fundraising goal and collected over 3,780 pounds of food which produced over 3,150 meals! We would not have reached our goal without the incredible generosity of our clients.

If you would like to donate or volunteer with the Second Harvest Food Bank of Central Florida, please visit their website or feel free to participate in our annual food drive in December.

Second Harvest Food Bank of Central Florida

 

Toys for Tots

Nelson Financial Planning Toys for Tots Florida

Nelson Financial Planning volunteers with Toys for Tots to collect new toys during the Holiday season. Toys for Tots is a not-for-profit public charity that seeks to deliver a message of hope to less fortunate children in the community by means of a new toy at Christmas.

Nelson Financial Planning is a Toy Drop Off Location for Toys for Tots during the holiday season. By being a Toy Drop Off Location, we make it easy and convenient for our family, friends, and clients to donate to Toys for Tots!

If you would like to donate to Toys for Tots, please visit their website or drop off your new toys at our office during November and December.

Toys for Tots

 

Grace Medical Home

Nelson Financial Toys for Tots Winter Park, FL

Nelson Financial Planning supports Grace Medical Home whose mission is to offer the highest level of medical care to those in our community who need it most. Grace Medical Home is a not-for-profit organization located in Orlando, FL that provides affordable health care services for uninsured individuals.

Nelson Financial Planning is a long-time sponsor and participant in Let’s Say Grace, an annual fundraiser to celebrate Grace Medical Home’s patients and mission.

If you would like to donate or volunteer with Grace Medical Home, please visit their website or contact our office for more information.

Grace Medical Home

 

Paralyzed Veterans of America (PVA)

Nelson Financial Paralyzed Veterans of America Florida

Nelson Financial Planning sponsors the Paralyzed Veterans of America Central Florida Chapter, which provides a wide range of support to wounded veterans including employment support, medical services, legal services, and caregiver support. Paralyzed Veterans of America is a nonprofit organization whose mission is to improve the lives of paralyzed veterans to achieve maximum health, productivity, and self-esteem in their daily lives.

Nelson Financial Planning is a long-time sponsor of the PVA Central Florida Chapter, as well as a participant in their annual Golf Tournament. Next time you visit our office, be sure to check out the wooden American flag handmade by a PVA member that is hanging in our conference room!

If you would like to donate or volunteer with the PVA Central Florida Chapter, please visit their website or contact our office for more information.

Paralyzed Veterans of America

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.

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