NPMC RDD revised October_2023 - Nelson Portfolio Management Corp.

“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. Each section of this site is color coded to represent the products, services and people of each of the three corporate entities.”