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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

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.