NELSON FINANCIAL PLANNING, INC.
WINTER PARK, FLORIDA

NELSON FINANCIAL PLANNING, INC. is a family-owned investment firm based in Winter Park, Florida, renowned for its independent operation free from third-party control. Since incorporating on June 28, 2016, as a Domestic Profit Corporation (DOMP), the company emphasizes personalized client service and integrity, with Joel Garris overseeing the day-to-day operations. Central to NELSON FINANCIAL PLANNING's offerings is their commitment to ensuring clients’ investments align with individualized risk profiles and retirement goals while maintaining diversification across asset classes. The firm prides itself on a philosophy where advisors invest in only those assets they personally hold, grounded in the principles of diversification and consistency. Established by Mr. Nelson, who boasts over 40 years in investment management including roles at premier firms such as Colonial Management Associates and Keystone Massachusetts, Inc., the company is led today with deep industry expertise. The business maintains a steadfast commitment to client financial security through robust cyber-security practices while engaging on platforms like Facebook, Twitter, LinkedIn, and radio show 'Dollars and Sense'. With a focused approach to global economic trends such as synchronizing growth of worldwide economies, subdued inflation rates, stable U.S. credit environments, and well-capitalized financial systems, NELSON FINANCIAL PLANNING is positioned to navigate market uncertainties while capitalizing on opportunities. For further information about their services, clients are encouraged to visit nelsonfinancialplanning.com or contact them via (407) 629-6477 for personalized consultations.