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Financial planning is an ongoing process of preparing for and reacting to critical financial events. Critical financial events can be as diverse as retiring, receiving an inheritance, or selling a professional practice. Our resources and specialization help you to prepare for such events, so that you can achieve your financial and lifestyle goals.
The initial meeting will focus on your goals and objectives, and our approach to financial advising. The purpose of this meeting is for each of us to determine whether or not we want to work together. Our experience is that this is the foundation of a good long-term relationship. We trust your review of our website will be a pleasant introduction to our team,our approach to financial planning and the process to begin working together.We look forward to meeting you.
--The Nelson Team
Quick Links of Interest:
Matthew D. Nelson, CFP®was recently selected as a 2010 FIVE STAR Best in Client Satisfaction Wealth Manager.
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Presented to 7% of wealth managers with five years of experience in the financial services industry located within a market area. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints.
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Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
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