Our Commitment to Your Financial Well‑Being

Our 5-4-3-2-1 Guarantee

Proactive Electronic Communications

Each year you will proactively receive at least 5 electronic communications written by Joel Garris that directly address the current headlines.

Invitations to Client Educational Events

Each year you will receive an invitation to four different client educational events.

Mailings and Calls

Each year you will receive at least 2 general mailings and a phone review of your financial situation. The mailings typically occur in January and August and the phone review typically occurs during the summer months of May through September.

Office Meetings

We actively encourage office visits as a means of not just reviewing your financial situation but deepening our relationship. We ask that you schedule at least 2 office meetings each year.

Experience

All financial planners follow the same financial planning process utilized by our firm since 1984 – Guaranteed!

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.

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It’s Time You Live Your Best Life

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