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
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The uncertainties we face in retirement can erode our sense of confidence.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Even if you’re young and single, you should still consider protecting yourself.
Try these activities to keep your brain sharp.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Why are 401(k) plans, annuities, and IRAs so popular?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate