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
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Term insurance is the simplest form of life insurance. Here's how it works.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
One of the most common questions people ask about Social Security is when they should start taking benefits.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
What if instead of buying that vacation home, you invested the money?
Women must be ready to spend, on average, more years in retirement than men.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Are Real Estate Investment Trusts right for your portfolio?
Roth IRAs are tax advantaged in a different way from traditional IRAs.
In life it often happens that the answers to our most pressing questions are right in our own backyards.