"Helping Clients achieve their financial goals."
Welcome, I’m Richard Nelsen, a financial professional in Bay City, Michigan. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (989)391-4343.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How do the markets usually react to elections? Was the 2016 election any different?
Making the most of surprises is a great reason to work with us.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here are five facts about Social Security that might surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?
There are hundreds of ETFs available. Should you invest in them?