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306 5th Street
Suite 101
Bay City, MI 48708

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Insight Financial Group

989.391.4343

 
Finding the Balance Retirement and Quality of Life Behavioral Finance The Wild West of Data Theft

"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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Estimate how much of your Social Security benefit may be considered taxable.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Disability Income

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

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This calculator can help you estimate how much you may need to save for retirement.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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Should You Ever Retire?

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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

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