Historical Commentaries

“The Nelson Planning Services team is your independent financial advisory partner that provides fee for service financial planning services. The greatest financial outcomes are achieved when the financial analysis i) is impartial, broad and deep, ii) considers multiple future scenarios and iii) connects the dots between different goals and objectives without being distracted by short time lines or the need to sell specific products or services.  Simply put, it means spending the right amount of time, in the right amount of detail, to determine the best possible outcomes.”