At Nelson Financial Planning, we believe that financial peace of mind is not a luxury—it’s a necessity. Since our founding in Winter Park, Florida in 1984, we’ve been committed to helping individuals and families navigate the complexities of retirement, investment, and estate planning with clarity, confidence, and compassion.

Our mission is simple yet powerful: to help you change your life with a successful financial plan. We do this by delivering personalized, fiduciary-based financial advice that integrates every aspect of your financial life—from your retirement savings and 401(k) to your pension, Social Security, and taxes—into one cohesive strategy designed to support your goals and values.

What We Do
We specialize in comprehensive retirement and estate planning services that are tailored to your unique circumstances. Our approach is holistic, bringing together:

Retirement Planning: We help you understand when you can retire, how much you’ll need, and how to make your money last.
Investment Management: Our advisors provide guidance on building and maintaining a diversified portfolio that aligns with your risk tolerance and long-term objectives.
Tax Strategy: We integrate tax planning into every financial decision to help you keep more of what you earn.
Estate Planning: We work with you to ensure your legacy is protected and your wishes are honored.
Social Security & Pension Optimization: We help you make informed decisions about when and how to claim benefits for maximum impact.
Each of our financial planners prepares customized plans that are not only technically sound but also deeply personal. We understand that behind every number is a story, a dream, and a future you’re working hard to build.

Nelson Financial Planning

Org chart

Teams

Offices