Nelson Financial Consultants (NFC) is a trade name that represents the overall financial services activities of Doug Nelson and his team. Nelson Financial Consultants does not employ any individuals or provide any services. Financial planning services are provided through Nelson Financial Planning Corp. (NFPC).
Portfolio management services are provided through Nelson Portfolio Management Corp. (NPMC). Insurance and annuity products are provided through Nelson Insurance Services Corp. (NISC) The Green section of this website contains information on the overall philosophy and approach Doug and his team apply when providing financial advice: pay less tax, reduce fees and expenses, take less risk, retain more income and build more wealth.
Portfolio management services are provided through Nelson Portfolio Management Corp. (NPMC). Insurance and annuity products are provided through Nelson Insurance Services Corp. (NISC) The Green section of this website contains information on the overall philosophy and approach Doug and his team apply when providing financial advice: pay less tax, reduce fees and expenses, take less risk, retain more income and build more wealth.
Services
To achieve great financial results, our experience tells us that it is important to pay attention to the details. By paying attention to the details of those things that can either reduce or destroy your income or your wealth, you can be well on your way to achieving the financial outcomes, and lifestyle, you most desire.
For many people, this can easily exceed many hundreds of thousands of dollars over his or her lifetime. Consider the table below. This table shows the average tax paid for different levels of income. If we then multiply this value over 30 years, you can begin to see that the taxes paid on income alone can be very significant over time.
Can the fees and expenses you are paying today for various financial products or services be reduced? The extent to which you can reduce the fees you pay, the more money you may have available for other uses. If you were able to reduce these fees and expenses, could you re-allocate this money into other areas that would then potentially retain more income or build more wealth?
Your income declined, or expenses increased, by 10% to 20% or more due to an accident, sickness or disability? What would be the impact on your current financial situation and how would you adjust?. Our experience tells us that financial success can often have more to do with how well you survive the tough times vs. how well you do during the good times.
The degree to which this income could be shared or split with others today, or in the future. The consistency of each source of income: does income from this source change or fluctuate throughout the year?. When you understand your income picture, you are then able to determine how best to retain this income.
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