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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

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.