Our Products & Services

Whether you are an individual investor or a corporation seeking retirement plan solutions, Nelson Wealth Advisors can help guide you in the right financial direction. We offer a broad selection of products, services, and assistance in the following areas:

Investments

• CD's and Bonds
• Government Securities
• Common Stock
• Alternative Investments
• Traditional IRA and Roth IRA
• Simple IRA, SEP IRA and Individual 401(k) plans
• Educational IRA and 529 Plans
• Fixed and Variable Annuities
• Mutual Funds and Closed End Funds
• Unit Investment Trusts
• REIT's and 1031's
• Professional Money Management *

Financial Planning

• Retirement Plans
• Tax Planning
• 401(k) Planning
• 403(b) Planning
• College Plans
• Estate Plans
• Money Purchasing Plans
• Profit Sharing Plans
• Deferred Compensation and Defined Benefit Planning
• ESOP and Restricted Stock Planning
• 401(k) Plan Consulting
• Single Stock Risk Management
• Portfolio Optimization

Insurance

• Disability Income Insurance
• Life Insurance
• Long-Term-Care Insurance