Nielson Wealth Management has two offices in Colorado: Boulder and Denver, serving clients across the nation. You have worked hard to build your nest egg- We will work hard to help you pursue your financial goals.
A COMPLETE PLAN
When it comes to financial planning and investment management many firms only do one or the other. At Nielson Wealth Management we offer both. Our individualized approach is not centered on financial products, but solely on your needs. Financial planning extends well beyond investments and should include any factor that can impact your financial situation. Not every financial firm takes such a broad view. We offer all the following services and strive to integrate them into your financial plan. By considering the impact of your financial decisions across all these areas, our goal is to reduce any unnecessary risk, prevent costly mistakes, and help you efficiently reach your goals.
- We are fully registered and can use a full array of investment options to help tailor design a personal portfolio based on your objectives, goals, and risk tolerance.
- Conservative money strategies using fixed annuities, CDs, bonds and life insurance.
- Investing strategies using stocks, REITS, ETF’s, mutual funds, gold and silver.
ESTABLISHING AND ADVISING CLIENTS WITH THEIR:
- 401k Rollovers
- Roth IRAs
- Trust Accounts
- Life Insurance Products
- Maximize your Social Security, work pension benefits, and profit sharing.
- Coordinate all of your retirement income sources in a plan that strives to provide predictable retirement income for as long as possible.
LIFE DISABILITY LONG TERM CARE INSURANCE
- Review existing life insurance policy. Review beneficiary and if death benefit is adequate to meet your needs.
- Determine your disability and long-term care needs and help you plan for the best way to cover those expenses.
- Ensure your wills, Power of Attorney (POA), and trusts are current and consistent with your intentions. Our attorney can update if needed.
- Review your asset ownership and beneficiary information so your assets pass to heirs according to your wishes.
- We work with your tax preparer to discuss your tax situation and possible tax savings.
- Discuss strategies involving tax-deferral, IRAs, Roth IRAs, and tax harvesting that is designed to reduce your tax burden from capital gains and dividend income.