Dollars & Sense

40 Years of Experience Built on Performance, Trust & Relationships

Financial Planning and Investment Resources

At Nelson Financial Planning, we believe in the power of education. Being informed provides people with the opportunity to make better financial decisions. As part of our approach, we hold quarterly educational events for our clients and have a variety of resources available to the general public in the form of our radio show/podcast, weekly social media content, our blog, and our books.
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Next Gen Dollars & Sense Book

Whether you're just beginning your financial journey or approaching retirement, this book offers a comprehensive guide to help you build a solid financial plan that aligns with your goals.
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Dollars & Sense Podcast

From retirement income, investments, retirement planning, and taxes to social security, mortgages, saving for college, estate planning, and insurance; if it has anything to do with money, we talk about it!
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Florida Retirement System Info

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!
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Nelson Financial Planning's Blog

Gain insights from the Nelson Financial Planning blog. Stay updated with the latest financial planning strategies and tips.
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The Nelson Financial Planning Difference

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. Our guidelines and advice are always tailored to each client’s individual needs—there is never a one-size-fits-all approach. For more information on all of our services and our investment philosophy, contact us today.

Testimonials

Everyone in the office is dedicated to top-notch service of the client. They treat you like family. In fact, Joel Garris provides highly reliable investment advice and basically uses the same investment choices for his family. Our holdings have done incredibly well over the years to where we are in a very good position at retirement.
Jane Muszynski
I have been with Nelson Financial Planning since 1986. Joel and Jack have always had my best investing strategies as their number one priority. Investing in the right mutual funds to reduce fees and sustain growth is what they always have in mind. I owe NFP a lot for the portfolio growth I have had these last 32 years!
Clyde Burgess
We first started going to Nelson Financial Planning in the early 1990s when it was called NIPS. We had a meager IRA that needed to be rolled over. We were in our mid-40s and began with monthly investments. I would recommend Joel Garris and his team to anyone. We have listened to Joel's wise words... Read More
Gammie Sheilab
One of Orlando's hidden gems. Working with Joel Garris and his staff has been a pleasure. I like the personal service I get from this local operation. The weekly radio show is very informative and has helped me to understand more of how the markets work, especially in this time of turbulent economics and political uncertainty.
Harrison Walker

Joel and his team have been a tremendous help to me, and honestly, I don't know what I would have done without them!

This team has been helping me for 30 years and has definitely gone above and beyond!

Tara Stewart
We have been using Nelson services since early 1988. They are honest and keep their clients' best interest in every decision/suggestion they make. They also provide sound tax advice when making investment decisions which is not always the case with other advisors. They treat you better... Read More
Frank Belaska
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

Our consultations are complimentary. It’s time to start a conversation about your financial future.
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