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
* These services provide discretionary money management for a fee; a detailed description of Investors Capital Advisory Services can be found in the ADV, available upon request.