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Nielsen Financial Management Services

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

Our 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)