"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.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Five phases to changing unhealthy behaviors.
Do you know where the idea of “retirement” comes from?
Investors who put off important investment decisions may face potential consequence to their future financial security.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Around the country, attitudes about retirement are shifting.
Taking your Social Security benefits at the right time may help maximize your benefit.
There’s an alarming difference between perception and reality for current and future retirees.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A special needs trust helps care for a special needs child when you’re gone.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate