Nelson Financial Planning, Inc.
Fiduciary Financial Advisor, Winter Park, FL

Nelson Financial Planning is a family-owned and operated financial planning firm based in Orlando, Florida. They have been providing financial planning and investment services since 1984, specializing in creating personalized plans for individuals and families.

Nelson Financial Planning offers a comprehensive range of financial services, including:
Retirement Income Planning
Wealth Management
Retirement Planning
Legacy Planning
Tax Saving Strategies
Florida Retirement System guidance
Behavioral Coaching

Nelson Financial Planning emphasizes a few key factors that distinguish them:
Integrated approach:They combine retirement planning, tax strategies, legacy planning, and wealth management into a holistic plan.
Client communication:They prioritize timely and proactive communication with their clients.
Experienced team:Their team of Certified Financial Fiduciaries boasts decades of experience and a commitment to client success.
Competitive fees:They aim to provide superior investment results at a cost typically 25% lower than other firms.

A Certified Financial Fiduciary (CFP) is a financial advisor held to the highest ethical standards in the industry. They are legally obligated to act in their clients' best interests at all times. Nelson Financial Planning's team includes several CFPs, ensuring that your financial well-being is their top priority. 

Yes, Nelson Financial Planning has a deep understanding of the Florida Retirement System (FRS). They offer specialized guidance and resources to help state employees navigate their retirement options. 

"Dollars & Sense" is Nelson Financial Planning's award-winning podcast, recognized as one of the top financial planning podcasts online. It covers a wide range of financial topics, from retirement planning and investments to taxes and estate planning. 

 You can explore their website for detailed information about their team, services, and approach to financial planning. You can also schedule a free consultation to discuss your individual financial goals and needs.

Next Gen Dollars & Sense is a book written by Joel J. Garris, a Certified Financial Fiduciary at Nelson Financial Planning. The book aims to equip readers with the tools and strategies needed for financial success, covering essential financial concepts in an accessible way.