About Our Financial Planning Team in Orlando
Nelson Financial Planning
Trusted for Over 40 Years!
Nelson Financial Planning Inc., (NFP), 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 provide for real independence from any third party or parent entity and make us unique to other investment firms. All firm decisions, investment selections, and brokerage functions occur on-site.
It’s Never Too Early to Begin Retirement Planning in Orlando
Nelson Financial Planning is proud to be among Central Florida’s fastest-growing and most respected financial planning firms. You’ll find our financial and retirement planning experts doling out advice every Sunday over the radio dials at WFLA 93.1 FM/540 AM. On air for the past 30 years, “Dollars & Sense” is one of the Sunshine State’s longest-running radio programs 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. Our dedicated financial and retirement planning firm believes in being fully accessible to our clients. Should you have a question or concern about planning for your future, we encourage you to listen to our weekly radio show, give us a call, or send us an email.
Our Philosophy on Financial Planning
Our most important policy is that no client will invest in anything that we do not own personally. Our investment and retirement income philosophy is grounded on two fundamental principles—diversification and consistency.
Diversification
Diversification is one of the keys to investment and retirement success over time. The old adage "Don’t put all your eggs in one basket" certainly applies to your investments and your retirement income. We believe proper diversification includes a broad allocation to all asset classes with a particular emphasis on large blue-chip dividend-paying companies. These are the companies that make the goods, products, and services that you and the rest of the world need every day. While this never makes your investments immune from decline, we believe that tomorrow the world will wake up, brush their teeth, get dressed, get a cup of coffee, shower with soap and shampoo, get gas in their cars, and go about their normal routines consuming products made by companies.Consistency
Second, as with anything in life, consistency plays a substantial role in success over time. Consistency is particularly important when it comes to one’s retirement income and investments because (depending on this morning’s headlines) emotions can often play a role in one’s financial decisions. These emotions usually take the form of either greed or fear. Greed makes you want to invest in the thing that everybody is talking about and fear causes you to react after the fact. It is these emotions that can often undermine your long-term investment results. This is not to say that reallocation is never warranted—quite the contrary. However, such actions should be done carefully and systematically and not in reaction to current events.Retirement Planning You Can Depend On
Integrity
It is always our fiduciary responsibility to act ethically in our client’s best interest first and foremost with every financial decision we make on their behalf.Knowledge
We pride ourselves on staying up with current market trends and we give thoughtful and intelligent financial advice, tax services, and retirement planning to all of our clients. Each stage in life comes with new challenges and opportunities, and at Nelson Financial Planning, it is always our aim to capitalize on these changes so that our client’s future is safe.Responsiveness
We always place a premium on staying in close communication with our clients, providing thoughtful and proactive information and feedback so that our operations run more efficiently and so that our clients are always in the know.Consistency
At Nelson Financial Planning, we provide consistent principles and advice in an inconsistent world.Results
We provide superior investment results through active management at a cost that is 25% lower than the industry average.The Nelson Financial Planning Difference
By following the 5 principles listed above, we are confident we can provide you with top-tier investment planning services. In addition, we believe strongly in the fostering of close personal relationships with our clients. We treat all of our clients with the utmost respect at all times. It is a great privilege of ours to help secure your financial future. We only recommend investments that we are also invested in. Our guidelines and advice are always tailored to each client’s individual needs—there is never a one-size-fits-all approach. Our active management approach is proven to provide superior investment results. Always, we seek to minimize investment expenses and taxes. For more information on all of our services and our investment philosophy, contact us today.
This experience may not be representative of other clients' experiences and is not a guarantee of future success or performance.
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