"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.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Five strategies for managing your student debt.
These food myths will really put a drain on your wallet.
There are ways to improve your physical fitness without denting your fiscal fitness.
Tips on insuring your teen driver.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Have you explored all your options when it comes to managing your taxable income?
If you died, what would happen to your email archives, social profiles and online accounts?
What are your options for investing in emerging markets?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.