Services

Now, with fiduciary guidance from the advisors at J. Nelson Financial Group, LLC you can take advantage of a broad array of Fee-based programs including retirement plans, wealth management and financial planning services. These programs, offered through our broker dealer, LPL Financial, to provide a level of investment sophistication and oversight often used by larger institutional plans.

LPL's open architecture allows you to choose from a robust portfolio of multi-style managed accounts and investment products designed to meet a wide range of investor risk/return objectives. We will help you choose the investment objective strategy and model that is best suited to your financial goals and circumstances and manage the strategy for each model by:

  • Determining the asset allocation mix best suited to each objective model.
  • Recommending money managers and/or investment vehicles based on rigorous due diligence for each component of the asset allocation mix.
  • Monitoring the portfolio for tax efficiency and to reduce security overlap and sector concentration.
  • Rebalancing the portfolio on a regular basis to keep it aligned with the desired investment objective and changing market conditions.

These services provide you with managed accounts which provide an integrated investment strategy, a professionally managed portfolio consisting of multiple investment styles and vehicles, and ongoing monitoring -- all in a convenient, single-account format.

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We are proactive in working with you and your tax and legal professionals to explore strategies to help reduce the amount of taxes you pay. We also offer a suite of referral partners if needed and by streamlining this process together, we establish a tax-efficient plan that helps minimize tax liability and is aligned with your financial and investment objectives.

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At J. Nelson Financial Group, LLC we can help you with the estate investment planning process and work closely with you and your tax and legal advisors to implement the estate planning strategies that make sense for your particular situation. We offer advice on a variety of Estate Planning Services:

  • Wills and Living Wills
  • Trusts
  • Probate Avoidance Planning
  • Family Limited Partnerships 
  • Limited Liability Corporations (LLC)
  • Powers of Attorney

LPL Financial and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

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J. Nelson Financial Group, LLC offers wealth planning services to suit a variety of needs. We take an in-depth look at your financial life, as well as your personal life, to help prioritize your goals and guide you through any decisions so you can focus on your financial goals. We act as fiduciaries, constantly monitoring and adapting your portfolio to maximize your benefits. 

The ongoing commitment to Financial Planning, which is inclusive for all Advisory Clients, reacts daily with Market Performance and gives great real-time insights on the progression of the probability of success.  Our Financial Planning process can be viewed through the online portal in real-time.

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There are many decisions involved when developing a succession plan for your business.

  • Should you sell your business or use a gifting strategy to transfer ownership?
  • Should you structure your plan to go into effect during your lifetime or at your death?
  • Should you transfer ownership to family members, co-owners, employees, or an outside party?
  • Should you use a buy/sell agreement funded with life insurance?
  • How should you value your company prior to sale/transfer?

The key is to pick the best plan for your circumstances and objectives, and to seek help from financial and legal advisors to carry out this plan.

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401k Rollovers tend to be a catalyst for individuals to regain control over their savings. By rolling over Retirement Savings accumulated in a former employer's plan, individuals are able to consolidate their accounts and gain access to new investment opportunities. This allows customization of risk as well as income planning strategies. In many cases, these strategies include distributing employer stock (in-kind/NUA planning). 

There are many aspects to consider and we help clients understand and have confidence in their decision-making process. We collaborate with individuals setting a course to meet your goals.

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