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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.



Retire with Purpose

Prudent investors and business owners are using the experienced investment and retirement plan consultants at Nelson Pension Services (NPS) to assist them in coordinating all aspects of their vital retirement planning. NPS works with you individually to understand your personal financial goals and then works to align those goals with your financial resources.

As it has for over 40 years, the San Diego-based comprehensive financial planning and investment advisory firm continues to focus on retirement planning and providing retirement income that cannot be outlived.

The goal of NPS is to help you prepare for a purposeful retirement.

Click here to request a no-obligation financial review.

Helpful Content

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?