Nielsen Financial Management Services

I provide custom financial management services for each of my clients. I specialize in asset management, tax planning, retirement planning, and estate planning. My client base includes individuals, families, small business owners, pre-retirees (particularly Baby Boomers), and retirees. I also specialize in 401(k)/corporate retirement plans.

My services include:

  • Comprehensive financial planning
  • Tax planning strategies 
  • Deferred compensation planning
  • Retirement income planning
  • Estate planning/legacy planning
  • Long-term care insurance
  • Corporate retirement plans
  • Fee-only asset management/investment planning
  • Executive retirement plans (including non-qualified plans)