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306 5th Street
Suite 101
Bay City, MI 48708

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Richard Nelsen Investments

989.391.4343

 

Our Approach

We focus on the three Cornerstones and tailor our guidance to you and your family's unique financial needs.

Accumulation & Wealth Management: focusing on growth and preservation of your investments, with a secondary focus on transferring your wealth efficiently and effectively

Guaranteed Retirement Income: ensuring that you have enough money during your retirement years with sustainable income streams in place, even when markets go down

Lifestyle Preservation: protecting your financial assets and your family's well being through the use of estate planning and insurance

Our approach begins with listening to your goals, your dreams and your challenges. We take the time to truly understand your perspective and give you the comfort of knowing you're working with people you can trust.

Most importantly, we are satisfied only when you are.