Nelson Financial Group, Inc.

CONNECT

Address:

445 Prospect Dr
Brookfield, WI 53005-4077

Phone:

262-814-1000

Fax/Other:

262-814-1010

Our Services

At the Nelson Financial Group, Inc. we are dedicated to helping create, maintain and preserve wealth for individuals, families and businesses with one-to-one communications and service unique to the industry.



MENU OF SERVICES:

 


  • Individual and Group Consulting Services
    • Retirement Accounts *

       
    • Asset Allocation / Investments *

       
    • Financial Counseling





 



  • Income Tax Planning and Review*
    • Business or Personal





 



  • Seminar Speakers
    • Retirement Planning / Lump Sum Distributions *

       
    • Investments / Asset Allocation *

       
    • Estate Planning / Living Trusts

       
    • Tax-Deferred Annuities *

       
    • Business Planning and Consultation

       
    • Beneficiary IRAs *

       


  • Estate Planning
    • Estate Liquidity Analysis

       
    • Financial Counseling

       
    • Wealth Accumulation

       
    • Financial Needs Analysis

       
    • Business Disposition

       


  • Business and Personal Insurance Planning
    • Benefit Design and Coordination

       
    • Group Health Insurance

       
    • Buy-Out Funding

       
    • Key-Man Insurance

       
    • Disability Income Protection

       
    • Life Insurance

       


  • Benefits and Compensation Services
    • Salary Continuation

       
    • Deferred Compensation

       
    • Split Dollar Programs

       
    • Pension / Profit Sharing / 401(k)

       
    • Group Carve Out

       


  • Funding Vehicles for Plans
    • Investments

       
    • Tax Deferred Annuities*

       
    • Business and Personal Insurance

       
    • Life Insurance

       
    • Disability Income Insurance





 


* Securities and investment advisory services offered through NEXT Financial Group, Inc. , a registered broker-dealer, member FINRA/SIPC.  NEXT Financial Group, Inc. does not offer tax or legal advice.  Nelson Financial Group, Inc. is not an affiliate of NEXT Financial Group, Inc.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck