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.

MENU OF SERVICES:

• Individual and Group Consulting Services
  • Retirement Accounts *
     
  • Asset Allocation / Investments *
     
  • Financial Counseling

• Income Tax Planning and Review*
  • Business or Personal

• Estate Planning
  • Estate Liquidity Analysis
     
  • Financial Counseling
     
  • Wealth Accumulation
     
  • Financial Needs Analysis
     
  • Business Disposition

• 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 LPL Financial,  a registered investment advisor, member FINRA/SIPC.  .