Nelson Financial Planning
Empowering Your Financial Journey With Clarity and Expertise
About Us
Nelson Financial Planning is an independent, family-owned firm that has been operating since 1984. The practice consists of Certified Financial Fiduciary professionals who focus on providing personalized financial plans rather than computer-generated reports. They prioritize proactive client communication and integrated wealth management strategies. The firm offers a wide range of services including retirement income planning, wealth management, and legacy planning. They also specialize in tax-saving strategies and Florida Retirement System (FRS) planning for state employees. The team only recommends actively managed investments that they personally own, ensuring alignment with their clients' financial goals.
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