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.