Our Services

Our financial planning services are designed to assist you in accomplishing your financial objectives through a comprehensive approach. We assess your current financial status, which includes your income, expenses, debt, investments, and insurance coverage, to develop a customized plan that aligns with your values, goals, and aspirations. Our aim is to provide a roadmap for financial stability and security and assist you in achieving your desired lifestyle. Financial planning is an ongoing process, and we offer continuous support regardless of where you are on your journey. No matter if you're beginning your financial journey or enhancing an existing plan, our team is dedicated to providing you with assistance every step of the way.

Wealth management strategies that work effectively depend on various factors, such as your life stage, goals, and market performance. The task of growing your assets while preserving your principal can be daunting, but we are here to help. Our firm specializes in helping clients manage their wealth with confidence, providing clear guidance, consistent communication, and proven strategies to pursue your desired lifestyle. Whether you are financially savvy or not, our team is committed to supporting you in accomplishing your financial goals through effective wealth management.

Incorporating estate planning into your comprehensive financial plan is crucial. This step benefits not just you, but also your loved ones and your legacy. Our team collaborates with your legal representative to guide you through the planning process, answering your questions and creating a comprehensive plan that suits your unique needs. We also review and update your current plans to ensure they are aligned with your current circumstances. Our aim is to help you safeguard your legacy and protect your loved ones from any unnecessary financial or administrative stress. With our assistance, you can confidently plan your estate.

Many of our clients view True Wealth as the ability to give back to their community, religious organizations, or causes they support. If charitable giving is a priority for you, we can help enhance the effectiveness of your giving while maximizing the tax benefits. We help you define your goals and mission and select the most suitable tools and vehicles to bring your charitable ideas and initiatives to life. With our assistance, you can confidently contribute to the causes you care about and make a significant impact in your community.

At Nelson Wealth Advisors, retirement planning is one of our specialties. We take a comprehensive approach to determine your retirement readiness and provide in-depth investment, fixed income, and cash flow planning. We'll also help you plan for healthcare gaps if you're considering retiring early. 

We're committed to helping you keep more of your hard-earned income through effective tax planning. Our experienced advisors will carefully evaluate your financial situation and identify opportunities for additional tax savings. With a tailored strategy, we'll make sure that you take advantage of all the tax benefits available to you. We work closely with your tax preparer to ensure the proper execution of your tax plans, and we periodically review and adjust your strategy as needed to ensure maximum savings. Let us help you minimize your tax burden and keep more of what you earn.

_{*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.}