Financial Planning in Orlando

Securing The Future With Our Financial Advising

As one of the best financial planning firms, we take the time to sit down with you and discuss your specific goals for your future at Nelson Financial Planning during our initial consultation. Our financial services strive to put you at the center of the process so that you understand the steps your financial planner is making for your future. To ensure your future success, we believe it is in your best interest to have the retirement advice necessary to make informed decisions about your finances.  We always act as a fiduciary and put your best interests above everything.

At Nelson Financial Planning, we provide quality guidance and financial advice in all of these areas:

• Retirement Income: For one of the biggest transitions of your life, you want to be confident in moving forward. We can help you determine your expenses and potential income so you are prepared for your retirement!
• Planning for Retirement: The process of planning for retirement involves a plethora of calculations to figure out your future. We offer the advice, expertise, and management skills necessary to help prepare you to build and improve your retirement and 401k savings.
• Investments: managing wealth is an extensive process and our team will work with you to discern how to best meet your goals, objectives, and expectations for your investments.
• Taxes: By guiding you through the complex nature of the tax system, we can help minimize potential errors caused during tax season and look into any possible tax deductions that you may qualify for!
• Florida Retirement System: We can meet with you to discuss your potential enrollment into this system and discuss your individual retirement options. To simplify this process, speak with our team today!

Stay Informed, Remain Confident

At Nelson Financial Planning we believe that you should enjoy your retirement and shouldn’t waste your time worrying about your finances and estate planning. By speaking with one of our financial experts, we can work with you to set up your retirement plan so that your future can be stress-free. To set up a free consultation, contact our office at (407) 629-6477 today to speak with a financial planner!

Financial Planning FAQs

What is financial planning? Is it too early for me to think about it?

Financial planning allows you to look at your finances, investments, taxes, debt and spending habits to help you reach your retirement goals. While it may sound like something for the elite, the reality is everyone should have a financial plan, even the minimum wage worker in their early ‘20s. Hiring a financial planner will put you one step closer to realizing your future financial goals. Our firm will help you identify both short- and long-term goals while analyzing your net worth and income to determine the feasibility of your goals. The decisions you make now will impact your future, so make wise ones and invest in yourself!

Why should I make a financial plan for my future?

The sooner you start planning the better off you will be. It takes time to build wealth and pay off debt so the sooner you start the further progress you will make on achieving your financial goals. Your retirement income is affected by your age, debts, income, living expenses, investments, and prior compensation. The number of student loans or credit card debts you have can affect your ability to explore your hobbies or travel to distant lands. Failure to plan for the future results in many disappointed retirees. With a significant portion of the U.S. population deciding to retire in Central Florida, our firm has worked with many clients throughout various stages of their lives. Please contact Nelson Financial Planning to get started on developing your financial plan for the future today.

What should a financial or retirement plan include?

A typical financial plan should include a list of all your finances, including all income, savings, debts, taxes, and investments. You’ll need to prioritize your goals and be able to see the big picture towards planning your retirement. Our plans typically include determining your net worth and preparing an income statement that details both your income and expenses. From there, we look for ways to pay off debt faster or start saving sooner. Our experienced financial advisors will help you answer these questions:

• If you buy a new car this year, how will that impact your savings and ability to pay off other debts?
• Is there a way for you to pay off your debts and mortgage on your home sooner than expected?
• How can you reduce your annual taxes?
• Are you able to set more aside now for your 401k plan or Individual Retirement Account (IRA)?
• Should you be investing in a more aggressive or conservative portfolio given your age, income, and anticipated age of retirement?
• Could you benefit from behavioral coaching to help you make better financial decisions?

Why should I trust Nelson Financial Planning to assist me?

Nelson Financial Planning has been family-owned and -operated since 1984. Although we’re among Central Florida’s fastest-growing firms, we’re able to offer our services at a cost that’s typically 25% less than many other firms. When it comes to financial and retirement planning in Orlando, experience matters. Our retirement plans are not cookie-cutter computer-generated reports you’ll find at every other investment firm. We take the time to develop customized solutions for every client looking to begin planning for their future during our one-on-one planning sessions.

What services do you offer at Nelson Financial Planning?

In addition to financial and retirement planning in Orlando, Nelson Financial Planning would be happy to assist you with wealth management, legacy and estate planning, tax mitigation services, and navigating the Florida Retirement System if you’re a state employee looking at your retirement options.

Where do you obtain securities for my investment portfolio?

At Nelson Financial Planning, we never recommend investing in anything that we wouldn’t invest in ourselves. We use actively managed mutual funds with a history of producing superior investment results over time. Our investment philosophy is based on diversification and consistency. “Don’t put all your eggs in one basket” is more than just a proverb – it’s sound financial advice. Our firm offers securities through Nelson Ivest Brokerage Services, Inc., Member FINRA (Financial Industry Regulatory Authority), MSRB (Municipal Securities Rulemaking Board), and SIPC (Securities Investor Protection Corporation)

Do you offer free initial consultations at your investment firm?

Yes, we do offer initial conversations with our financial advisors cost-free. Whether you’re interested in discussing your 401k savings, retirement income, tax preparation, or financial planning, we encourage you to give Nelson Financial Planning a call today at 407-629-6477 to get started!