Understanding Money Matters
We guide our clients through the process of making everyday decisions about their money. In partnership, we aim to educate clients and help work toward furthering their long-term success.
Our vision is to be the premier firm for all your financial needs by developing a trusting and mutually beneficial relationship.
To pursue results, we consistently follow our guiding principles:
- Client Choice & Advisor Competence
- Freedom & Independence
- Stewardship, Work Ethic, & Integrity
- Conviction & Perseverance
Committed to Your Success,
Peter A. Nelson
LPL Financial Advisor
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
For homeowners who think their property taxes are too high, there are ways to appeal.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
There are ways to improve your physical fitness without denting your fiscal fitness.
If you find it hard to attain personal life goals, there’s an app for that!
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn how to harness the power of compound interest for your investments.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
$1 million in a diversified portfolio could help finance part of your retirement.
There’s an alarming difference between perception and reality for current and future retirees.
What are your options for investing in emerging markets?
Are you ready for retirement? Here are five words you should consider.