kate hanson

Review of Nelson Investment Planning

My husband and I joined NIPS (now called Nelson Fi...

My husband and I joined NIPS (now called Nelson Financial Planning) in 1986. It was the best decision we ever made. With in-depth analysis, considerable guidance and intelligent investment suggestions, my husband was able to retire early enabling us to move to The Villages, FL much sooner than we thought possible. Even after my husband died in 2014, Joel continues to be a thoughtful source of advice, help, suggestions and support. I feel comfortable knowing that if and when I need advice, the staff is only a phone call, text message or email away. I like the occasional email updates on the state of our economy and Joel s advice on what to do when. The staff makes me feel like family no problem too big or small for them to handle. Joel, thanks for always getting back to me ASAP, even when you re out-of-the-country on vacation. Kudos to you and your staff