A Message from Our Founder
Since entering fulltime into the Financial Services business in 1975 in San Diego and later launching Nelson Pension Services in 1996, I’ve had the privilege of guiding countless individuals and business owners toward secure, fulfilling retirements. Over nearly five decades, our mission has remained steadfast: to craft personalized retirement strategies that reflect your unique goals and provide income you can rely on for life.
Experience has taught me that no two financial journeys are alike. That’s why we focus on understanding your needs and aligning your resources with a plan that emphasizes value, stability, and tax efficiency. Our commitment is to empower you with confidence, ensuring your retirement is not just sustainable but purposeful.
In today’s complex economic landscape, challenges abound – but so do opportunities. At Nelson Pension Services, we’re here to help you navigate both, offering clarity and strategies tailored to your vision. Thank you for trusting us to be part of your financial future.
Warm regards,
Rick Nelson
Founder and President
Nelson Pension Services
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.
About Us
Years of experience have prepared us to guide you through your life transitions.
Our Philosophy
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.