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Joel J. Garris, JD, CFP®
Christina Lamb, EA, CF2™
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Financial Planning Advice & Tips
February 15, 2021
6 Numbers You Must Know Before Retirement
January 30, 2021
When Should You Start Investing
January 15, 2021
What You Need to Know about Your Severance Package
December 9, 2020
Do You Know Where Your Money Is Going? What Do You Overspend On?
September 24, 2020
Financially Savvy House Buying
August 3, 2020
Nelson Ivest Brokerage Services, Inc. & Nelson Financial Planning, Inc. Business Continuity Plan
March 19, 2020
What Makes Nelson Financial Planning Different?
March 19, 2020
The State of Your Retirement Intro & Chapter 1: The Frs Pension Plan – The Guaranteed Check a Month Club
October 22, 2019
Retirement Income – Your Age and the Account Matters
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8 Wonders
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Financial Planning
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Financial Success
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Importance of Dividends
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Next Gen Dollars and Sense
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Retirement Regrets
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Year-End Tax Changes
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About
Our Service Guarantee
Our Team
Certified Financial Fiduciaries
Joel J. Garris, JD, CFP®
Christina Lamb, EA, CF2™
Robert L. Field, CF2™
Kristin Castello, CPA, CFP®
Chet Cowart, CF2™
Zach Keister, CF2™
Associates
Jack E. Nelson, MBA
Andrew Ballentine, JD
Client Service Team
Our Fee Structure
In the Media
Giving Back
Services
Retirement Income Planning
Wealth Management
Retirement Planning
Legacy Planning
Tax Saving Strategies
Florida Retirement System
Behavioral Coaching
Dollars & Sense
Our Book
Our Podcast
FRS Info
Blog
Contact Us
Important Information
Account Access