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Our Services


A successful retirement is a dream shared by every working American. Unfortunately, it remains just a dream for nine out of every 10 who find they do not have enough money to meet their retirement needs.

Experts estimate that to be successful in retirement, you will need at least 80 percent of the income you earned in your final working years.

At NelsonCorp Wealth Management, we specialize in helping clients meet their retirement goals by providing them the guidance they need to pursue the retirement of their dreams. And we can help you do the same, through an investment strategy designed to suit your needs.

NelsonCorp retirement planning and distribution services include:

  • 403(b), 401(k), IRA
  • Tax-advantaged investing- to help reduce your tax liability and let more of your money work for you
  • Retirement planning- to design an investment strategy to help you with all of your retirement goals
  • Estate planning- for preservation of wealth from generation to generation
  • Fee-Based Management - providing you with fee-based asset management and advisory services through Cambridge Investment Research Advisors, Inc., a registered investment advisor. Access to over 3,500 mutual funds, as well as individual stocks and bonds.
  • Long Term Care Insurance - Health care costs can erode your entire life's savings. We can help you evaluate your finances to determine whether you are a good candidate for long-term care coverage.
  • Retirement Plans for Businesses - to promote retirement savings for both  business owners and their employees.  We can help you select and implement a plan that is right for your individual business.
  • Business Insurance - providing strategic planning to protect your business' value and build your net worth.
  • Collegiate Funding Services and Higher Education Funding.

 

Gold Medal Client Services

 
Cathy McDanel

 Valerie Hill

Jamie Hugunin
Michelle Eversoll
                                  
Top 10 questions and requests, and who will help you:
 
1.    I need to take a withdrawal out of my account. - Jamie/Michelle
2.    I haven’t received my check yet. - Jamie/Michelle
3.    I know someone who is interested in meeting with my advisor. - Val
4.    I’d like to schedule an appointment. - Val
5.    I’d like to put money into my account, who do I make the check out to? - Jamie/Michelle
6.    I want to stop receiving statements by mail, and view them online. - Cathy/Jamie/Michelle
7.    I need to change the beneficiaries on my account. - Jamie/Michelle
8.    I would like to view my accounts online. - Cathy/Jamie/Michelle
9.    I need to change my phone number or address. - Jamie/Michelle
10.  I would like to schedule an appointment regarding Estate Planning or Social Security. - Val

 

 Authenticity...Effectiveness…Teamwork…Kindness

 

 

 

 

 

 

 



©2017 NelsonCorp Wealth Management. All rights reserved.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and NelsonCorp Wealth Management are not affiliated.