In Loving Memory of Vincent Elliott Nelson 8/26/1942 - 5/8/2017
It is with a heavy heart, we send our deepest sympathies and heartfelt condolences to Ken, Lisa, Brett and their families, during the loss of Ken's father & Brett's grandfather. Not only was Vince a loyal and long-time client of Nelson Wealth Advisors, he was a wonderful, loving man, son, brother, cousin, uncle, father, father-in-law & grandfather, who always put his family first and was adored & loved by all knew him.
We will miss you greatly, Vince.
Gone from our sight, but never from our hearts.
Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a reply.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Try these activities to keep your brain sharp.
Don’t overlook the need for renter’s insurance if you rent your home.
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Around the country, attitudes about retirement are shifting.
Are Real Estate Investment Trusts right for your portfolio?
Taking your Social Security benefits at the right time may help maximize your benefit.
Recent changes in estate tax laws could affect the strategy you have in place.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Estate conservation is too important to put off. Do you have a smart exit strategy?