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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


Helpful Content

Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

 

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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