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306 5th Street
Suite 101
Bay City, MI 48708

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Richard Nelsen Investments

989.391.4343

 
Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

"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.

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A Brief History of Estate Taxes

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Estimate how much income may be needed at retirement to maintain your standard of living.

A Look at Systematic Withdrawals

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Surprises

Making the most of surprises is a great reason to work with us.

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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