The key to our clients' satisfaction and our success is the time spent listening to needs and learning about objectives before recommending or implementing any planning solutions. Nelson Financial Strategies holds in highest regard the commitment and sacrifice of U.S. Military Veterans, and we count it a privilege to serve veteran clients.
Like your fingerprints, your financial objectives are distinctly personal, and your planning experience should be equally as personal. We believe that through individualized analysis and guidance, we can help establish targeted solutions in which you and your family have confidence. Income Impact Analysis to determine the impact your spouse's passing would have on your income.
Like your fingerprints, your financial objectives are distinctly personal, and your planning experience should be equally as personal. We believe that through individualized analysis and guidance, we can help establish targeted solutions in which you and your family have confidence. Income Impact Analysis to determine the impact your spouse's passing would have on your income.
Services
We believe that your financial circumstances are as unique to you as your fingerprint. Because many of the experiences you face have a distinct impact on your financial well-being, your financial plans, like your fingerprint, should be distinctly yours as well. Since 2006, Nelson Financial Strategies has assisted clients with designing financial and estate planning strategies specific to their particular needs.
Jimmy Nelson, U.S. Navy Veteran and President of Nelson Financial Strategies, works with individuals, families and family businesses to provide financial planning solutions based on each client's distinctive. A native of Madisonville, KY, Kelly graduated from North Hopkins Sr. High School and began her Associates Degree studies at Madisonville Community College.
Essential to any financial planning process is agreement as to what activities may be necessary to achieve the stated objectives. Prior to any financial planning services being rendered, we work with you to mutually define the scope of our engagement. What are the personal and financial goals, needs, and priorities relevant to the scope of our engagement?
This website is a publication of Nelson Financial Strategies. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed or as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and are subject to change.
For more than 30 years, CERTIFIED FINANCIAL PLANNER certification has been the standard of excellence for financial planners. CFP(R) professionals have met rigorous training, fulfilled extensive educational requirements, and most importantly promise to uphold high ethical values that require them to be committed to putting their clients' interests first and foremost.
Reviews
Be the first to review Nelson Financial Strategies.
Write a Review